Business :: Ideas :: Financial Dashboard App Using Plaid API

readme.md

Business :: Ideas :: Financial Dashboard App Using Plaid API

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• ..

related

• Budgeting App Collection (dribbble)
• Software Engineering :: Fintech :: Plaid

Names

• FinancialHealth.app
• MŪNNY: the financial health dashboard

MVP

• Credit cards, statement date, due date, credit limit, balance
• Account & Balance Grouped by Financial Institution
• Transactions: Date, Description, Category, Debit/Withdrawal, Credit/Deposit

inspiration

• Web Development :: Design :: Inspiration :: Financial Dashboards
• Coda Personal Finance Tracker
• Expand Tracker
• Premium Personal Finance Tracker Template Set up Tutorial

Features

Munny is like hunny when you're tryna catch a bunny.

• Filter transactions based on
• Ability to see/track income (from transactions), spending (from transactions), savings (savings account/tagged as savings), emergency fund and investing (brokerage accounts)
• Ability to add all financial (i.e. bank, etc) accounts using plaid or manually via routing and account number
• Ability to view, search/filter, tag and export transactions based on MCC
• View net worth (configurable)
• Automatic Credit Utilization Calculation (based on balances and limits on cards)
• Recurring Charges / Subscriptions
• Subscription Recovery: Subscription Cancellation Report

Feature Ideas

Need to further flesh these ideas out:

• Only use a credit card, no debit cards. Credit card provide perks and purchase protection.

Screenshots

Quickbooks

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Advanced Marketing Reporting

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Money Master Personal Finance Web App

How to create Ultimate Personal Budget in Excel

Budget Dashboard

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Budget Planning

Budget Tracking

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