Import, then verify.
Credit card PDF and CSV statement import is paired with a transaction review step, so extracted dates, merchants, amounts, and categories can be corrected.
01 / PRODUCT ENGINEERING
Live productTheMoneyMap.
A clearer way to see money that usually lives in separate places.
I built a personal finance platform that brings credit card transactions, budgets, investments, debt, and net worth into a connected view.
TheMoneyMapILLUSTRATIVE DEMO
DASHBOARDYour money, in one place.
NET WORTHC$48,250Assets less liabilities
MONTHLY INCOMEC$3,840Sample month
Net worth over timeJAN — DEC
ANALYTICSSee where the month went.
MONTHLY
SPENDING
SPENDING
Essentials50%
Lifestyle30%
Savings20%
NET WORTHThe bigger picture, connected.
ILLUSTRATIVE NET WORTHC$48,250Assets − liabilities
AssetsC$62,400
LiabilitiesC$14,150
THE CHALLENGE
One financial picture, many disconnected records.
Statements show transactions. Budgets show plans. Assets and liabilities show position. TheMoneyMap brings those views together so a person can move from an individual entry to a broader understanding of their finances.
THE PRODUCT DECISIONS
Built around review and clarity.
Keep records related.
Transactions can link to assets or liabilities, including investment contributions and repayments, to connect day-to-day activity with account balances.
Make the month readable.
Monthly views bring spending, income, budgets, investments, and net worth into the same product rather than scattering them across tools.
CURRENT STATE
A live product, still being refined.
The public product opens to sign-in because its financial views belong to each account. The illustration above uses no personal financial data.