UrPersonalFinanceDesk

logo
Financial Analysis and Goals
AIInsights
Linked Accounts
login
dashboard
Auth Access

Inspiration

Cost effective Clear interactive beautiful interface Displays bank balances with respective country currency

Unlike other applications with many screens.

What it does

🏦 Bank Account Integration - Connect real bank accounts via Plaid API
📊 Transaction Management - Automatic categorization and analysis
🤖 AI Insights - Intelligent financial recommendations
📈 Analytics Dashboard - Spending trends and budget tracking
🎯 Goal Tracking - Set and monitor financial goals
🔒 Security - Bank-level security with encryption

Access using authentication: user name: sripriya.dev@gmail.com password:cemryh-wapba9-hiZbuf

How we built it

-Using third party endpoints and API's (Plaid network) to connect link accounts -bolt.new -react native -figma for logo and images

Challenges we ran into

Verifying each functionality to ensure its works as designed. Note: Due to security reasons with PII ,showing demo of a sandbox environment.However have production access.

Accomplishments that we're proud of

Integration and a demonstrable application in a short span. With continuous flow and seamless integration.

What we learned

Need to provide intricate details, test each functionality, when prototype is ready only provides fake data, go over each function to implement its functionality.