Spending
See current card activity in the same context as the money kept and invested.
Projects / Personal Finance Dashboard
Personal Finance Dashboard
Card spending, savings and investments from more than one person and source become a single household view, with categorisation and guidance planned above it.
A financial life does not arrive as one dataset
Card spending lives in one place, savings in another and investments in portfolios that are naturally reported separately. Each source can be correct while the household still has no single answer to a basic question: what does the whole picture look like now?
The dashboard begins with Revolut activity and combines current spending, savings, investments and the two household portfolios in one view.
The useful unit is not an account. It is the household that owns all of them.
From sources to one financial model
- 01Bring in
Collect activity and balances from the available financial sources.
- 02Normalise
Give unlike transactions, savings and positions a common structure.
- 03Combine
View two people’s portfolios as one household allocation.
- 04Interpret
Turn the model into spending, savings and investment views.
The same pattern appears in the professional automation projects: scattered sources become one controlled model. Here the subject is personal finance and the cost of getting it wrong is private rather than operational.
What the dashboard can answer
Savings
Track cash reserves as part of the portfolio instead of as an isolated balance.
Household portfolio
Combine two investment portfolios into one allocation view.
Automatic categories
Use an AI layer to sort spending and reduce the maintenance of the view.
Investment guidance
Add suggestions above the data while keeping the underlying numbers visible.
Current state
The core value already exists: sources that were read separately can be viewed as one system. The project is still in development, so there is no invented performance figure or finished-product claim.
The next layer is interpretation. Automatic categorisation and investment suggestions are planned capabilities, clearly separated from the working aggregation underneath them.
Visibility
The system runs on real financial data belonging to two people. No real balances, transactions, account identifiers or screenshots will be published. Any future interface shown here will use synthetic values while preserving the real information structure.