How do I set up Plan Pro on my server?

Install

1. Download the ZIP from your DEV3 account and unzip it. Open Documentation/index.html in a browser for the full guide.

2. Copy the environment template and fill it in:

   cp .env.example .env.local

   Set MONGODB_URI and MONGODB_DB, and random values for AUTH_SECRET, OTP_PEPPER and CRON_SECRET. The comments in the file explain the optional email senders, storage, Google sign-in and AI settings.

3. Install the dependencies and start the app:

   npm install
   npm run dev

   Open the address it prints and create your account; the verification code appears in the console until SMTP is set.

4. Optional demo data: npm run seed:demo wipes and fills one demo database with fictional data for every module. It only accepts database names ending in _demo or _test and makes no network or AI calls.

Production

• Build and start: npm run build and npm start, or deploy to Vercel. Set NEXT_PUBLIC_APP_URL and AUTH_URL to your public address.
• Cron: call these routes with Authorization: Bearer <CRON_SECRET>: /api/cron/emails every 5 minutes (email retries) and /api/cron/daily once a day (exchange rates, prices, recurring posts, net-worth snapshots, recurring tasks and overdue invoices). On Vercel, vercel.json already schedules the daily job.
• Email senders: set the MAIL_FROM_* addresses for sign-in, alerts, reports and billing mail, and MAIL_REPLY_TO.
• npm run typecheck, npm run lint and npm test check the code.