Finance WithLukas
Private financial intelligence dashboard
Bank apps show transactions but not the full picture. You can't see spending trends across accounts, compare year-over-year income, track portfolio performance, or identify recurring charges — all in one place. Existing tools like Mint require linking bank credentials, creating privacy and security risks.
A self-hosted, invite-only dashboard that works from PDF and CSV bank statement imports — no credential linking required. Automatic merchant normalization, category assignment, and deep analytics across spending, income, investments, and Venmo activity.
How It Works
Statement Import Engine
Parses PDF bank statements from Fidelity (deposits, withdrawals, debit card activity) and Bank of America. Also handles Fidelity CSV portfolio snapshots with holdings and cost basis data.
Merchant Normalization
100+ regex rules map raw bank descriptions to clean merchant names and categories. Handles variants like 'AMZN MKTP US' → 'Amazon' and 'VENMO*Maren T' → 'Venmo → Maren'. Runs after every import.
Analytics Engine
Server-side aggregation computes category breakdowns, monthly trends, merchant rankings, recurring charge detection, income source analysis, and portfolio performance metrics.
Multi-Profile Access Control
JWT-based authentication with invite codes. Admin users manage profiles and access. Each profile's data is fully isolated — switch between profiles in the header dropdown.
Key Features
No Credential Linking
Import PDF and CSV bank statements directly. Your banking credentials never leave your bank. Upload statements, get analytics.
Spending Calendar
Visual daily spending heat map showing exactly how much you spent each day. Color intensity maps to spend amount for instant pattern recognition.
Portfolio Tracking
Monthly investment snapshots with holdings breakdown, cost basis, dividends, interest earned, and month-over-month performance charts.
Venmo Analytics
Dedicated Venmo tab consolidating all peer-to-peer transactions by recipient. See who you send money to most and track payment patterns.
Tech Stack
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