Perfi is a personal finance app that leverage open banking to retrieve transactions data from financial institution accounts, and provide spending stats.

This is the first full-stack app I build and only a demo is available as due to some regulatory complexity related to handling financial data I decided to abandon the project.

Features

• Connect to financial institutions and retrieve accounts (UK only))
• Retrieve accounts and display basic stats (balance, recent spending) and categorized transactions
• List transactions by category, month, account
• Display aggregated view of spending data using charts
• Exclude/include individual transactions or all transactions in a specific category from spending view
• Assign individual or similar transactions to a different category (based on name and merchant)
• Update category assignment algorithm based on user choices