The best open source personal finance dashboard on GitHub! Unlock rich insights into your spending and transactions using OpenAI and Plaid. Connect your bank accounts, credit cards, and investment accounts. Fetch balances, browse transactions, and analyze with AI! Link to a custom GPT or Twil...
Shadcn AI Personal Finance Dashboard is a revolutionary tool designed to empower individuals in managing their finances with ease. Built on Next.js and leveraging leading technologies like Plaid and OpenAI, this dashboard provides users with insightful analytics on their spending and transactions. Whether you’re looking to keep track of multiple accounts or gain a better understanding of your financial habits, this application serves as an efficient Mint app clone that can be customized and hosted effortlessly.
With the ability to connect various account types and access advanced features like AI-driven insights, Shadcn transforms the way you approach personal finance. It not only simplifies transaction monitoring but also introduces an interactive experience by allowing users to pose questions to an AI chatbot about their financial positions.
Connect Accounts: Seamlessly integrate your debit, savings, credit card, and investment accounts to review live balances in one place.
Monthly Spend Analysis: Utilize Shadcn charts to visualize and break down your monthly and recurring expenditures, helping you make informed spending decisions.
Rich Transaction Datagrid: Navigate through a comprehensive datagrid to filter transactions by time range, spend category, and more, enhancing your ability to track expenses.
AI Chat Interface: Engage with GPT-4o to inquire about your financial status, enabling a conversational approach to understanding your accounts and transactions.
Custom GPT Integration: Benefit from secure endpoints allowing interaction with both Plaid and ChatGPT, ensuring safe chat capabilities while accessing your personal financial data.
Future Roadmap: Exciting upgrades are planned including additional chart features, SMS notifications via Twilio, and even real-time voice AI integration for enhanced user experience.
Budgeting and Investments: Future features will allow users to create budgets and review investments alongside credit scores and credit card rewards, making it a comprehensive finance management tool.
