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Features of Finance

Austin Kregel edited this page Aug 27, 2020 · 1 revision
  • Linking to your bank account through Plaid
  • Linking multiple bank accounts
  • Pulling in historical transaction data from your bank.
  • Custom alert channels.
    • Slack
    • Discord
    • Email
    • Webhooks
    • SMS/Text Message (via Nexmo)
    • In-site notification
  • Dark Mode ™️
  • Viewing your transactions
  • Grouping your transactions together, based on conditions you set
  • Setting budgets for groupings
  • Customizable metric dashboard for your groups (graph your spending habits for a group, or get the total you have spent on a group)
  • Customizable alerts when:
    • New transactions come in
    • When transactions are updated (going from pending to finalized)
    • When new transactions are added to a grouping, and when the amount you've spent for group exceeds your budget's amount
  • An overview "accounts" page for quickly viewing all the balances in all your linked accounts