Every year I reflect on how I spent money in the previous year. Previously, I have manually scraped my bank statements and put together a report, but 2025 was interesting because I built a fairly overkill personal finance product to make this report easy to generate for myself.
Because it is really easy, I m going to do a deep dive on how I spent money in 2025. (I was able to put this all together in ~10 mins)
My Financé
Hi @yehan_xiao ! good question.
We service the account linkages via Plaid, which generally speaking means that all My Financé can do is view your transactions. We can't take any actions against your account, and we don't store any credentials for it.
In terms of data security once we have it, we have 2 measures in place. First, we have row level security at the database level. When you start a session on the site, your database connection only has access to the data that you have put into the database. Second, we have an application code layer that further confirms that no data you are accessing belongs to another user.
Ultimately my goal is to reduce the risk as much as possible for our users, so I'm working on building a local first storage engine as well. This would enable your data to never leave your computer full stop.
I am always interested in thoughts or suggestions if there is a way I can help you out as a user. feel free to reach out :)