~/projects/finance-app
Finance App
Exploring questions about personal spending
Next.jsTypeScriptSupabasePostgreSQLPlaid
$ overview
I wanted to ask questions about spending without manually filtering a transaction list each time. This prototype explores questions such as 'how much did I spend on coffee in March?' It's also where I first tried ideas that later became Splits.
I built bank linking and transaction syncing with Plaid, authentication and storage with Supabase, and server-side routes for retrieving the data. On top of that, I experimented with translating natural-language questions into structured queries. The challenge is translating a question about a merchant and a time period into a query over the user's transactions.
$ implementation notes
- Bank linking and transaction syncing provide the records used for spending breakdowns and recurring-expense views.
- Server-side routes handle transaction retrieval and reconciliation, with authentication and storage backed by Supabase.
- I prototyped spending queries and transaction categorization to explore how people could work with their financial data in plain language.