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Group Members

• Akshar Gajjar <[email protected]>
• Ben Fehr <[email protected]>
• Devin Ramaswami <[email protected]>
• Travis Baldwin <[email protected]>
• Yee Jing Shin <[email protected]>

Project Description

Finance Tracker is a management application that allows users to create an account to manage several bank accounts, investment portfolios, and other assets all in one safe place. The target audience for this product is anyone interested in actively managing all of their finances through one easy to use application. Our product will be implemented using python and will employ several APIs to collect and display data gathered from the user's banking institution(s) and other finance apps/institutions.

Must Have Features

1. Login and Account Creation capabilities.
2. Ability to connect to the top 4 Canadian banks (RBC, Scotia, TD, CIBC).
3. Ability to check account balance.
4. Encryption to store and manage sensitive user credentials.
5. Should Have Features.

Ability to view transaction activity for connected accounts.

Ability to track all user subscriptions.

Ability to connect to and manage PayPal account.

A notes area to save and manage ideas, finance goals, and personal finance strategies.

Could Have Features

Stock Portfolio manager.

Ability to track additional assets such as gold, real estate, vehicle(s), Crypto, etc.

Ability to pay bills and transfer money.

Add messaging functionality between users that share bank accounts.

Technologies

• Language
  • Python
• APIs
  • Plaid API (Used to connect to the Financial Institutions)
  • PayPal API (Used to manage user's PayPal account)
  • Wealthsimple API (To get user's personal stock portfolio)
  • IEX Cloud API (For Stock Market Data)
• Libraries
  • Plotly
  • Dash
  • Selenium
  • Tkinter