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Wallet

Wallet is a personal finance app that allows users to link their bank accounts and instantly load all of their transactions. By having all of their transactions in one place, users can get a more holistic understanding of their finances

The backend of this repository can be found here
The demo for this repository can be found here
To use, sign up and link your bank account/s! Or, login with username: user, password: password

Features:

  • link multiple external accounts
  • upload transactions via csv or other file upload
  • transactions automatically labeled with category and merchant
  • sort
  • filter transactions by multiple categories (i.e. date, merchant, category, account) and multiple items within each category (i.e. merchant: Uber, Grubhub)
  • visualize transactions by time, merchant, or category using graphs and word clouds
  • user and bank authentication and authorization

Front end built with:

  • React
  • Redux
  • React Router
  • Recharts
  • Plaid & PlaidLink
  • Semantic UI
  • Surge
  • React d3 cloud
  • Google fonts
  • Custom CSS

Back end built with:

  • Ruby on Rails
  • BCrypt & JWT tokens
  • Heroku
  • Paperclip file uploader
  • Classifier Reborn
    • Bayes for online version
    • Latent Semantic Indexing for offline version