Output · Personal software

Money

Every account, transaction and statement in one place — and a forecast of where it goes.

Net worth history by asset class, continuing into a decades-long projection — Net worth by asset class, measured from the accounts and then projected forward from actual income and spending.

Screenshots show invented demo data. The app itself is private.

A personal-finance system I wrote for myself instead of renting one. Bank and card accounts sync daily through Plaid; older history comes from imported statements, so the ledger reaches back years before the first sync.

Merchants are cleaned up and categorized by hand-maintained rules rather than a black box, so a recategorization is a diff I can read. On top of the ledger sit net-worth history, recurring-charge detection, a category forecast, and a long-range cash-flow projection.

What it does

Daily bank, card and brokerage sync via Plaid, plus statement import for history
Rule-based merchant cleanup and categorization, with per-transaction overrides
Net worth over time, including equity-compensation vesting
Recurring-charge detection and a per-category forecast with editable targets
Long-range cash-flow projection built from measured income and spending

Built with

TypeScript
React
Highcharts
Express
MySQL
Plaid

Spending breakdown: a three-ring category sunburst above a category table with year-over-year change — Every dollar by category — a three-ring sunburst over the trailing year, with year-over-year change per category.

Spending trend: run-rate tiles, twelve actual and twelve projected months, and a verdict per category — Is spending actually changing? Trailing 12-, 6- and 3-month run rates, a verdict per category, and a seasonal projection.

Dining deep dive: every charge on a log scale above weekly totals with quarterly averages — One category up close — every charge on a log scale above weekly totals, so a splurge reads differently from a habit.