My2Cents

Helping you save your cents

Capstone Project for PDX Codeguild

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Project Overview

Budget/Finacial app. The idea behind My2Cents is to streamline the budgeting process as much as possible. The User will select the budget they want to use, either by preset or a custom budget. Then using Plaid Api to gain access to User bank accounts, the app will sort through recent transactions and propose a budget allowing the User to make changes if necessary. The app will then highlight areas the User is spending an excess of money and recommend changes showing possible gains.

Features

The most tedious part of a budget is setting it up, let My2Cents do it for you! Eliminate guesswork and save time with this all in one budget app with a clean and effective intuitive design

You will be able to

• login
• have access to all data provided by plaid
• have full control of budget
• change budget preferences
• change budget display type; pie chart, bar graph ext...
• track bills paid/unpaid

Data Model

Data working flow

• User

  • Account
  • Budget preferences

• Transaction history

• Savings Tracker

• Bills Tracker

Schedule

Week one

User and basic budget

• Initialize Plaid Api
• Set up basic User interface using Django
• Build basic budget model and user interface

Week Two

Add Plaid functionality and add savings tracker

• Build transaction model
• Build savings tracker

Week Three

Add bills Model and start styling

• Build bills model
• Start Styling

Week Four

Finish styling and make last minute additions time permitting

• Finish styling
• Make last minute corrections/additions

Top schedule or bottom?

Week One	Week Two	Week Three	Week Four
User and basic budget: Initialize Plaid Api, Set up basic User interface using Django, Build basic budget model and user interface.	Add Plaid functionality and add savings tracker: Build transaction model, Build savings tracker	Add bills Model and start styling: Build bills model, Start Styling	Finish styling and make last minute additions time permitting: Finish styling, Make last minute corrections/additions

If time permits

• Add additional functionality: loan/credit calculator
• Add additional functionality: 'snowball' debt calculator