Hey there, my name is Antonio and today we're building a finance manager software as a service, a web app designed to give you control over your financial data. We'll start on the user dashboard, where you can view and manage your daily transactions, income and expenses through interactive graphs. Watch as I switch between different chart types for transactions and categories, and see just how easily you can filter data by accounts and date ranges. Let's dive in and see all of the amazing features this app is going to have. In this segment, we'll explore the Transactions tab.
Here a detailed table displays dates, categories, pays, amounts, and accounts. You'll see how to sort, search, and bulk delete transactions with ease. I'll demonstrate adding a new transaction via a drawer that slides out with a form ready to fill. Notice the intuitive select components for accounts and categories. Simply type and hit enter to create new ones.
Plus, our smart amount component lets you toggle between income and expense types effortlessly. After creating a new transaction, I can quickly find it by searching our data table. Watch as I rename an account directly from the transaction, updating it instantly. Next, I remove a category, setting the transaction to be uncategorized. I will also show you just how easy it is to edit and delete any transaction from the data table, demonstrating the flexibility and real-time functionality of our system.
Now, let's try importing a transaction with a CSV upload. I am immediately prompted to upgrade, a reminder that Our project is also a software as a service. Next I head to settings to connect our bank account using Playit, but I encounter another upgrade prompt. Clicking on the upgrade redirects me to LemonSqueezy, our payment provider. After completing the upgrade and returning back to the project, all previously blocked features are now fully accessible.
It's exciting to see these powerful tools unlocked, allowing us to seamlessly import transactions and connect directly to our bank accounts. Now let's explore one of the key features we just unlocked. Connecting to our bank account using Plaid. After selecting my bank, I am redirected to login and asked which accounts I want to link. Once I complete the setup, a success message confirms that everything is connected.
And now let's take a deeper look back in our Finance Manager. You'll see a comprehensive update across the board. New transactions have been added, accounts are up to date, and even the categories have been refreshed to reflect the latest financial data. It is incredibly seamless, providing a secure and efficient way to manage your finances. Now let's explore another feature we've unlocked, Importing transactions via CSV.
After uploading the file, an editable data table pops up. Each header is a select component, letting us map columns to specific fields. The Continue button shows how many fields we've set, and if we don't need some data, we just select Skip. After setting up our fields, we then choose the account where we want to import the data. And once the import is complete, I'll showcase how the imported data is now fully integrated and displayed in the Transactions tab.
This precise control ensures that the data fits perfectly into our financial management system. And To wrap up, let's check out the settings where you can disconnect your bank or cancel your subscription anytime for full control. This will ensure that you have full autonomy over your data and your services. And now, without further ado, let's get started.