/bernard

A Plaid wrapper for retrieving + storing personal transactions

Primary LanguageElixirMIT LicenseMIT

Bernard

This is a personal project and is mainly for personal use/fun at the moment. It consists currently of a GraphQL API project and an Ecto PostgreSQL project. Client apps not implemented atm

A financial management app for families. Ideas/features:

  • Collect and persist bank transactions locally to keep personal records forever
  • Push notifications of new transactions
  • Spending anaylsis
  • Investment reminders or automated investments
  • Budgeting in terms of future purchases instead of dollar values

Todo

  • Plaid API integration
  • User authentication
  • Deployment (via Distillery)
  • Desktop client

Running

  • mix deps.get
  • mix ecto.reset
  • mix phx.server