Expense tracking was fragmented across bank data and manual review.
The application centralizes transactions and monthly review so the user can understand spending without maintaining a separate manual system for each account.
Personal Finance Management App — a private system for bank-synced transactions, monthly spending visibility, category budgets, recurring services and alerts.
Source fidelity note: the implemented desktop UI uses a 240px sidebar; below 1024px it hides the sidebar and uses a bottom navigation. The reconstruction above focuses on the desktop dashboard composition.
The application centralizes transactions and monthly review so the user can understand spending without maintaining a separate manual system for each account.
Category cards combine amount spent, optional budget limit, percentage and progress in one place. The dashboard remains a review surface rather than expanding into unrelated goal or reporting modules.
Plaid connects supported accounts so transactions can enter the workflow automatically. Portfolio visuals use synthetic data rather than exposing real balances, merchants or household financial activity.
The dashboard implementation queries the selected month, calculates category totals, surfaces triggered alerts, shows a spending-breakdown donut, renders category cards and lists the five most recent transactions. Month navigation is handled by previous/next controls; the month and total spent are already shown in the page subtitle.