Skip to content
Marketplace

Template Finance · Personal finance dashboard

Fintech Dashboard

A personal-finance workspace with linked accounts, categorized transactions, payday cash flow, monthly budget alerts and validated transfers.

A starting point: runs as a live demo, and copies into a new prototype.

Screenshot · shown in its full screen shell

Live preview

1280×800
Live demo bundled static build Open
Screenshot of Fintech Dashboard

No live preview yet.

Each prototype stores its data in IndexedDB for the address it runs on. Data you create at localhost:5173 is separate from a build at localhost:4173 or a published URL, and the framed preview shares storage with that address opened directly.

Highlights

  • Checking and savings balances with generated payday history
  • Cash-flow and categorized spending charts loaded on demand
  • Monthly category budgets with threshold alerts
  • Permission-checked transfers with insufficient-funds and offline states

Scenarios 4

  • active default
  • empty
  • viewer
  • network-offline

Each scenario rebuilds a deterministic world. Open one with ?scenario=<id>.

Spec kit

Every prototype carries a spec any agent can follow to rebuild it in a real app: the files below, in templates/fintech-dashboard/, with generated regions kept in sync with the code.

  • AGENTS.md
  • docs/SPEC.md
  • docs/DATA_MODEL.md
  • docs/FLOWS.md
  • docs/SCREENS.md
  • docs/PERMISSIONS.md

Check that the spec is current

pnpm protoyard spec fintech-dashboard --check

Rebuild kit (ZIP)

pnpm protoyard spec fintech-dashboard --bundle