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Add multi-account financial dashboard#1063

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rohitdash08:mainfrom
b3ar-sudo:finmind-132-multi-account-dashboard
Open

Add multi-account financial dashboard#1063
b3ar-sudo wants to merge 1 commit into
rohitdash08:mainfrom
b3ar-sudo:finmind-132-multi-account-dashboard

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Summary

  • Adds manual financial accounts with CRUD/archive APIs and an Accounts UI.
  • Lets expenses and imports be assigned to accounts, then filters dashboard summaries by selected accounts.
  • Extends dashboard account balance/breakdown data, schema compatibility, OpenAPI docs, README, and tests.

Closes #132

Test plan

  • PYTHONPATH=/home/kali/earnMoney/FinMind/packages/backend /home/kali/earnMoney/FinMind/.venv/bin/python -m pytest /home/kali/earnMoney/FinMind/packages/backend/tests -q
  • npm test --prefix /home/kali/earnMoney/FinMind/app
  • npm run lint --prefix /home/kali/earnMoney/FinMind/app
  • npm run build --prefix /home/kali/earnMoney/FinMind/app

🤖 Generated with Claude Code

Adds manual financial accounts so users can group transactions and filter the dashboard by account, closing the bounty scope with backend APIs, UI, tests, and docs.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
@b3ar-sudo b3ar-sudo requested a review from rohitdash08 as a code owner May 21, 2026 15:18
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Multi-account financial overview dashboard

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