Finance Freedom — Garth Puckerin

Finance Freedom — dashboard with net worth, cash flow, and budget pulse

60-day

Cash-flow forecast

Workspaces

⌘K

Command palette

The Problem

Running a whole financial life means a dozen disconnected views — bank apps, spreadsheets, brokerage dashboards, bill reminders — and no single, data-dense answer to "where do I actually stand?"

Finance Freedom ("Ledger") is a personal-finance command center: accounts, cash flow, budgets, bills, investments, net worth, and debt payoff pulled into one editorial workspace where every figure is derived from a single canonical register — computed, never hand-typed.

What the Demo Shows

✓Glanceable dashboard — net worth, cash-flow snapshot, upcoming bills, budget pulse

✓Accounts grouped by type — cash, credit, investment, retirement, assets

✓60-day cash-flow forecast with low-point warnings

✓Envelope-style budgets with funding & over-budget flags

✓Bills & deposits with autopay and a calendar view

✓Investments with cost basis and gain/loss

✓Snowball / avalanche debt payoff planning

✓Auto-categorization rules matched against payees

✓AI assistant grounded in the register's transactions

✓Token-driven design system — light/dark + accents, iOS-framed mobile companion

Design Discipline

Every summary, KPI, and chart is derived from one canonical dataset rather than typed as separate snapshots — the running cash-flow balance reconciles per event, budgets roll up from the same transactions the register shows, and renaming a source propagates everywhere. Demo data that doesn't reconcile makes a finance product look broken; coherence is the feature.

Access: this is a sanitized, mock-data demo of the product experience — the cockpit, not the engine. The production build's live backend, bank/brokerage aggregation, transaction sync, and the financial engine (forecasting, categorization, reconciliation) are private.