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.

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