Finance Console

A static personal finance dashboard that reads live data from Google Sheets and turns it into cash-flow, balance, portfolio, and goals views.

What It Connects To

The app is configured in app.js to use the larger dashboard workbook as the source of truth, with MP, Colette, and Together views:

• mp bank transactions data for finances dashboard
  • BSA_Transactions
  • BSA_Balances
  • Colette_Income
  • Collette_Monthly_Expenses
  • COLETTE
  • Stock Overview
  • Fidelity_Stocks
  • Goals

No private API keys, service account files, OAuth tokens, or credentials are included. The site reads public/client-accessible Google Sheets data through Google's visualization endpoint. If the sheets are private to your Google account, a deployed public site may fall back to demo data unless you publish/share the needed sheets appropriately.

Operating cash flow intentionally excludes transfer and debt-payment overlap categories such as Transfers In, Transfers Out, and Debt Payments so credit-card payments and account moves do not double-count as normal spending.

Run Locally

This is a plain static website. You can open index.html directly, or run a small local preview server:

npm install
npm run dev

Then open the local URL printed by the command.

Deploy To Vercel

1. Import this GitHub repository into Vercel.
2. Use the default static site settings.
3. Leave build command empty or use npm run build.
4. Set output directory to . if Vercel asks.
5. Deploy.

Deploy To Netlify

1. Import this GitHub repository into Netlify.
2. Use npm run build as the build command.
3. Use . as the publish directory.
4. Deploy.

Updating Sheet Sources

Edit the SHEETS object at the top of app.js if tab names, gid values, or ranges change.

The app intentionally keeps all source configuration in client-side JavaScript because it is a static website. Do not add private API keys or credentials to this repository.