A user can link their bank account(s) and track their overall spending as well as spending by categories (eg. Food and Drink, Shopping, etc.). A user can take our personality quiz to determine their financial personality type. Based on their type, our algorithm provides a recommended budget breakdown, which the user can then modify if needed, as well as relevant articles. A user can also modify their individual transactions (whether or not to count towards budgeted spending or adjust the amount) for more accurate tracking.

Team Members
  • Joyce Chow, Sheri Kwong, Pankti Parikh, Sharon Yun

NodeJS, ExpressJS, React Native, Plaid API/Link, D3

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