Max MorrishBack to projects

Financial Command Center

A local finance dashboard that keeps every account in one store and flags what to act on.

Running on my Mac. Every screen here comes from a demo copy on generated data.

9 rules that turn the totals into findings, each with a reason and an action

A 31-second walkthrough on demo data: the spend simulator, the advisor, budget caps, cash-flow tooltips, patterns and the account list.
Where
Personal project
Role
Solo build
Built with
Next.js, TypeScript, SQLite (node:sqlite), Lunch Money API, SimpleFIN, MCP

What I made

I built it in Next.js and TypeScript over a local SQLite store. Four adapters share one schema, so switching data provider changes one file, and each sync writes one report that the dashboard, a terminal summary and an MCP server all read.

  1. AdaptersLunch Money, SimpleFIN, Stripe or demo data
  2. Ingestupsert, prune deleted rows, categorise from history
  3. SQLite storeone normalized schema, on the machine
  4. Metrics and advisornet worth, burn, caps, 9 rules
  5. Reportone JSON file of aggregates
  6. Dashboard, CLI, MCPthree readers of the same report
One sync, end to end. Every capture on this page comes from the demo-data generator, not real accounts.

4data-source adapters behind one schema

34tests on generated demo data

6MCP tools over the store, from reading the report to running a sync

What came out of it

The advisor

On the demo data it raised 7 findings, among them cap alerts, a spending spike and a recurring charge that had just appeared. Each one gives a reason and an action.

Dark dashboard with net worth, monthly burn and reserve figures, a vertical gauge, and seven advisor findings labelled alert, warn, info and good.
Vitals and the advisor. Every finding carries a reason and a next step. Demo data.

Caps, cash flow and patterns

Six budget caps are graded ok, warn or over against month-to-date spend; two are over.

Six budget cap bars, two over their limit in red, above a twelve-month income and spending bar chart and a ranked list of top merchants.
Budget caps against month-to-date spend, 12 months of income and spending, and top merchants over 90 days. Demo data.
Category spending compared with a three-month average, spend by weekday, a recurring-charges table with one charge marked new, and the largest outflows.
Category trends, spend by weekday, recurring charges with a new one flagged, and the largest outflows. Demo data.

The spend simulator

The vitals row in simulation mode: a hypothetical monthly spend shown in amber and the gauge filled red below its floor line.
Dragging the gauge tries a different monthly spend. Below the six-month floor it turns red. Demo data.

On a phone

The dashboard on a phone-width screen, with the gauge above stacked net worth, burn and reserve figures.
The same dashboard at 390 px wide. Demo data.

Where it's going

The full version is one local place for all my money, investments included: it syncs every account daily, flags what to act on, and answers whether I can afford something using totals, never account numbers.

  1. NowRunning on my MacOne local store, budget caps, a 9-rule advisor and an MCP server.
  2. Investment accountsBrokerage and crypto accounts join through their own adapters, in the same schema.
  3. Portfolio viewHoldings across every investment account, on one screen.
  4. Smarter advisorJudges unusual and wasted spending beyond fixed rules, and answers questions in plain words.