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A personal finance management app that integrates Plaid to link bank accounts and provide financial insights. Utilizes Django, HTMX, and Alpine.

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Personal Finance Management App with Django, HTMX, Alpine, Tailwind, and Plaid

This project is a personal finance management app that integrates Plaid to link bank accounts and provide financial insights. I used Plaid’s official examples from their repository as a reference.

Plaid

Features

  • Plaid Integration to link bank accounts, fetch real-time account data, and track transactions.
  • Automated webhooks to:
    • Automatically sync and update bank data whenever new transactions are available.
    • Easily update and re-authenticate accounts when they enter a bad state (e.g., login required).
    • Automatically detect new bank accounts and prompt users to add newly detected accounts.
  • Provides financial insights such as net worth, account-specific details, and category-based spending breakdowns.
  • Two-factor authentication (2FA) with an authenticator app for an added layer of security.

Technologies Used

  • Django
  • HTMX
  • Alpine
  • Tailwind + Flowbite

Learn More

Check out my article on DEV

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A personal finance management app that integrates Plaid to link bank accounts and provide financial insights. Utilizes Django, HTMX, and Alpine.

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