Wisely

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Goals Page
AI Assistant
Transactions Page
Bank Link
Dashboard

Inspiration

It's so hard to keep track of where our money goes, especially when it comes to small day to day expenses. We wanted to solve that! So meet Wisely.

What it does

Wisely allows users to set goals and track progress. Goals can be created, edited, and deleted. In order for Wisely to track goal progress, we ask users to connect their bank through plaid (currently sandbox). The transactions are then avaliable to users to view under the transactions tab and with Plaids provided categories, goals are updated accordingly.

How we built it

Frontend: React

Backend: Node.js & Express

Database: SQLite with Prisma ORM

APIs and LLM: Plaid, Ollama

APIs & Integrations: Plaid for bank data, Ollama for local LLM insights

Our architecture ensures secure data handling while enabling real-time goal tracking and AI-driven analysis.

Challenges we ran into

plaid Integration: Getting the Link component to work smoothly and handle token exchanges correctly was a major challenge.
real-time sync: Making sure transaction updates from Plaid reflected instantly in goal progress required careful backend event handling and schema tuning.
AI Insights: Prompt design and optimization for meaningful financial summaries took multiple iterations.

Accomplishments that we're proud of

successfully connected Plaid’s sandbox accounts and fetched live test transactions
built a full CRUD goal tracking system tied to user transaction data
integrated a local AI assistant that interprets spending patterns and provides recommendations
created a clean and functional dashboard that visualizes user goals and progress dynamically