LevelMoney

Requirements

• Load transactions from the GetAllTransactions endpoint
• Display Income and Spend(Expenses) aggregated by month for entire data set
• Display Monthly Average Income and Expenses

Additional Features

• Filter to ignore spending on Donuts
• Filter to remove Credit card credit/debit transactions from aggregates

Special Features

• Display Monthly Remaining Balance (income - expense)
• Highlight Credit Card transactions that don't have a matching credit or debit
• Additional Features from above are implemented in a drop down list

Getting Started

• Here's the online demo: http://dbridges12.github.io/LevelMoney/index.html
• Click on Connect button on landing page
  • This will read data from GetAllTransactions API
  • Then will display Grid with all transactions aggregated by year and month and credit/debit
  • Grid is sortable by clicking on heading
  • Grid columns can be moved right or left
• Top of grid shows Average monthly income and spend
• Top right of grid has an options drop down menu
  • All transactions uses all transactions to display data
  • Ignore donuts removes all donut expenses form the spend column for each month
  • Remove C.C. Payments
    • Removes credit card credits and debits from the aggregate amount
    • Shows a list beneath the main list with each transaction removed
    • Hightlights in the description when a mathcing credit/debit was not found based on 24 hour criteria

Final notes

• App uses Angular framework
• Source is commented