26 lines
887 B
Markdown
26 lines
887 B
Markdown
# Personal Finance Dashboard
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Unify accounts and cards into one financial view with automatic categorization, anomaly detection, and trend tracking.
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## Problem
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Spending insights are fragmented across banking apps, making it hard to spot patterns and course-correct early.
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## Core capabilities
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- Connect bank and card transactions securely.
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- Auto-categorize spending with manual correction feedback.
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- Visualize monthly trends, budgets, and category drift.
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- Flag unusual charges and cash-flow warnings.
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## MVP scope
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- Import via CSV and one API connector.
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- Core dashboard: balances, spend by category, monthly delta.
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- Alerts for outlier transactions above configurable thresholds.
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## Success criteria
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- Faster monthly review process.
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- More accurate budgeting decisions.
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## Stretch ideas
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- Scenario planning for major purchases.
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- Net worth tracking across investments and debt.
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