Pecunia

YouTube Demo:

https://www.youtube.com/watch?v=p6HZU5rYd-8

Background:

Created a financial dashboard.

The main purpose of this project was to learn about full stack development (both server-side and frontend development), managing REST APIs, secure data handling, enhance my proficiency of various languages/tools, and machine learning.

Major Learnings:

• Built server-side logic using Express.js and Node.js to handle requests, data processing, and generating responses
• Developed frontend with React (mainly Material-UI and the Recharts library) to create dynamic interfaces, manage state, handle user interactions and data rendering
• Secure user authentication and authorization through session management and token-based authentication with the server
• Managed efficient communication with Plaid's REST APIs for fast and reliable data processing and transfer

Main Features:

General UI:

• Created a consistent and aesthetically pleasing interface across all devices
  • Used Material-UI's responsive container to enable great viewing experiences and interactions with the interface
  • Created a grid system to help manage the content displayed
  • Saved time and effort leveraging a responsive library like Material-UI instead of excessively devoting time on cross-device testing

Dashboard:

• Calculates user net worth based on cash reserves from chequing, saving and investment accounts
  • Obtains data from Plaid's APIs (/accounts/balance/get and /investments/holdings/get)
  • Displays each component percentage of total net worth on pie chart
• Calculates user monthly income and monthly expenses for each month of the past year (12 months)
  • Obtains data from Plaid's APIs (/credit/bank_income/get and /transactions/get)
  • Additionally created a chart to display income vs expenses, to show net profits for each month
• Displays user's recurring expenses in a table
  • Obtains data from Plaid's API (/transactions/recurring/get)
  • Details the merchant, category, frequency, and amount
• Displays user's 20 recent transactions in a table
  • Obtains data from Plaid's API (/transactions/get)
  • Details the merchant, category, date, and amount
• Displays user's expense breakdown by category for the past 12 months
  • Obtains data from Plaid's API (/transactions/get)
  • Only shows categories that the user has spent money on, creates cleaner pie chart

Predictions:

• Displays user's monthly income for the past year, as well as average monthly income for the year on a regression line
• User can see predicted income for the next year
  • Uses a machine learning linear regression model to display predicted monthly income for the next year