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)
Kanbanq
Congrats on hitting 4th place! A great achievement!
My Financé
@chrispapa thank you!! couldn't have done it without @Kanbanq : Open alpha , which i raged a bunch of tickets across in the last minute!
Great concept! I'm curious about the data security aspect - since this connects to multiple bank accounts via Plaid, what additional security measures do you have in place beyond what Plaid provides? Also, have you considered adding goal-setting features to help users work towards specific financial targets?
My Financé
@sneh_shah good questions.
- since this connects to multiple bank accounts via Plaid, what additional security measures do you have in place beyond what Plaid provides
have two things here. obviously we don't store any information around your bank login, we simply have a token we can use to request transactions. the scope of the token doesn't allow transfers, credit requests, etc etc etc.
you can revoke this at any point.
in terms of security on our end we run postgres with RLS enabled on anything that has a user_id, and beyond that still filter all queries on shared tables with by user id as a default. I think a higher tier of security might be per tenant DBs or schemas, but ultimately they are all on a similar level of trust in postgres.
I have considered a fully self-hostable option, and am really not opposed to it. I'm still really nascent in the product discovery phase so it's not super clear what user group I should target most aggressively. (something im hoping to learn from the launch and exposure!) Basically, i would be happy to let people self host, but if nobody asks for it then ill hold off on building it. that would probably be the highest attainable level of security i could give you (i.e full control to run it yourself, isolate it, audit the code, etc).
-Also, have you considered adding goal-setting features to help users work towards specific financial targets?
yep sure have! i actually am planning a second phase of the project that has much more focus on projections, optimizations and audits. i decided the best way to deliver those features was to make sure we have really clean and rich data for users. (garbage in garbage out). more coming soon here for sure.
Makers Page
This sounds like a fantastic tool for taking control of personal finances! I love that it simplifies understanding spending habits and net worth tracking. The added privacy from fewer bank logins is a nice touch. Kudos on making financial management easier and more streamlined!
Helploom
Great product! All the best with the launch!
Fish Audio
this looks lit
Canary
Genius name/logo