Web App · AI-assisted
Household Finance Platform
A private family finance dashboard unifying accounts, budgets, goals, and cash flow — with smart automation throughout.
The problem
A household's money lives in a dozen places — banks, brokerages, credit cards, crypto. Spreadsheets go stale the day you close them. The goal: one live dashboard for net worth, spending, budgets, and goals, shared securely by two partners.
The solution
A full web platform: interactive net-worth trends, budget tracking with scenario simulation, an interactive Sankey cash-flow diagram, goal tracking with account auto-linkage, and bank connectivity for automatic syncing. Smart categorization rules learn merchant patterns and file transactions automatically — no more hand-sorting statements.
The outcome
A production web app in daily use: 13 accounts across 8 institutions unified into one live, secure dashboard.
Under the hood
- Flutter Web
- Firestore
- Plaid
- Cloud Functions
- Smart categorization
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