Finance Dashboard
Personal finance dashboard that aggregates bank and investment accounts via the Plaid API and automates budget tracking, recurring expense detection, and cash flow reporting
Overview
A self-hosted personal finance dashboard that connects to real bank accounts through the Plaid API to pull transaction data, categorise spending, detect recurring charges, and surface cash flow trends over time. Built to replace manual spreadsheet tracking with automated, always-fresh financial visibility.
Tech Stack
- Plaid API
- React
- Node.js
- PostgreSQL
- TypeScript
Why I’m Building This
Most personal finance tools are either too generic to be useful or too locked-in to a specific bank. I wanted a self-hosted solution that I fully control, that connects to all my accounts through Plaid, and that I can extend with custom logic — like flagging unusual transactions or projecting cash flow forward.
Current Status
Categorisation and the dashboard UI are working and other features are actively in development. However, the Plaid API is rather strict and as of this writing I only have access to sample data until my dashboard is approved for full access. Completion is TBD until I hear more from Plaid.