as.AN ENGINEER’S
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PROJECT 04 / Finance / independent

Finboard.

The whole picture, on my Mac.

An independent macOS finance dashboard built around Fold, with room for the assets and documents that need a human touch.

  • Next.js
  • SQLite
  • Fold
  • macOS
FINBOARD / LOCAL LEDGER● ON DEVICE

An illustrative portfolio

₹12,40,000
Connected accounts01
Manual assets & SGBs02
Documents, in context03
Synthetic figures · no personal financial data
01 / PURPOSE

What it makes possible.

Bring connected financial information, manually tracked assets and supporting documents into one local workspace.

  • Consolidate a net-worth view and financial calendar around Fold data.
  • Track manual assets, sovereign gold bonds, bonds and insurance.
  • Review supporting documents before accepting extracted information.
  • Experiment with a dedicated browser connector for transaction retrieval and reauthentication.
02 / ARCHITECTURE

Under the surface.

  1. 01

    A locally hosted Next.js application uses SQLite for structured records.

  2. 02

    Encrypted files hold supporting documents, with passkeys controlling access.

  3. 03

    Fold integration supplies connected data; macOS LaunchAgents and Caddy support the local service.

03 / ENGINEERING DECISIONS

The deliberate choices.

  • Treat manual assets as first-class records rather than forcing every item through an integration.
  • Require review of document-derived data.
  • Keep the transaction browser connector experimental and explicit about reauthentication.
04 / OUTCOME & STATUS

Where it stands.

A personal local dashboard joining connected and manual financial information. All portfolio figures are synthetic; the private repository is withheld during release review.

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