I’ve been developing this app for five years. During this time, I’ve integrated it with all my bank accounts to automatically fetch data needed for creating daily graphs and analyzing trends. This allows the app to generate predictions for long-term net worth growth.
Additionally, I’ve integrated the app with Yahoo Finance, Fidelity, and Morgan Stanley to monitor my Restricted Stock Units (RSUs) and Employee Stock Purchase Plan (ESPP). This functionality helps manage tax responsibilities on capital gains and compare growth with other job offers that include RSUs from different companies. For instance, I can answer questions like, “What if I had chosen to work at Facebook instead of Apple?”
The app also extensively utilizes data from credit card transactions. It includes charts listing new restaurants visited in the last month, tables tracking monthly subscriptions, algorithms to detect discrepancies, and numerous other features.
While I’ve considered turning this into a business, my current job keeps me very busy.
Would love to see how this works, or at least hear about how you're able to pull this off!
I've been carefully keeping double-entry-accounts of my personal finances in GNUCash, but I don't have anything hooked up to my accounts file. I was originally hoping that GNUCash would have some way of letting me sum up a certain combination of accounts to calculate i.e. "how much float I have currently," but even that doesn't seem to exist... so my first order of business is probably that sort of simple custom repoting. But would love to make use of the data and create some more actionable reports!
I’ve been developing this app for five years. During this time, I’ve integrated it with all my bank accounts to automatically fetch data needed for creating daily graphs and analyzing trends. This allows the app to generate predictions for long-term net worth growth.
Additionally, I’ve integrated the app with Yahoo Finance, Fidelity, and Morgan Stanley to monitor my Restricted Stock Units (RSUs) and Employee Stock Purchase Plan (ESPP). This functionality helps manage tax responsibilities on capital gains and compare growth with other job offers that include RSUs from different companies. For instance, I can answer questions like, “What if I had chosen to work at Facebook instead of Apple?”
The app also extensively utilizes data from credit card transactions. It includes charts listing new restaurants visited in the last month, tables tracking monthly subscriptions, algorithms to detect discrepancies, and numerous other features.
While I’ve considered turning this into a business, my current job keeps me very busy.