WB Finanças — personal finance control with an AI assistant

Born from a problem of mine; nobody asked for it.

Starting point

My finances were scattered across spreadsheets and apps, with no single view of accounts, cards, group purchase plans and goals.

Entries
- Accounts and cardsStatements by closing and due date
- Group purchase plansGrowing installments and payout forecast
Core
- FastAPI
- PostgreSQLAuditing on every table
View
- Financial health dashboardIncome, expenses and alerts
- Vaults and goalsKept apart from the current balance
Analysis
- AI assistantAnalyzes the month with real data and suggests improvements

From everyday entries to the monthly analysis done by the AI.

A financial health dashboard, with income, expenses and alerts.
Credit cards with statements by closing and due date, and Brazilian group purchase plans (consórcios) with growing installments and a forecast of when they pay out.
Vaults and goals kept apart from the current balance, and an AI assistant that analyzes the month and suggests improvements based on real data.

A single view of personal finances.
Complete auditing on every table (who created or changed what, and when), with the same rigor as the corporate projects.

Tell me the scenario and I will say, no strings attached, where I would start.