Build Finary
KINDAreplaces $14.5/mosaves $174/yrback to the verdict
Before step 1
you will need
- Node 20 and a machine that can run a cron job or scheduled task
- CSV exports or manual entry for each account you hold
- A free crypto price API key and a source for equity and ETF quotes
- Manual valuations for illiquid assets like property
Delivery order
Scaffold the smallest runnable application and document its commands.
done whenThe project starts from a documented command in a clean checkout.
Implement the primary data model and core workflow.
done whenThe main object can be created, read and changed end to end.
Add validation, safe failure states, and persistence.
done whenBad input is refused with a readable message and nothing is left corrupted.
Cover the critical path with automated tests.
done whenThe highest-risk behavior fails the suite when it breaks.
Exercise a clean install from the README and fix every missing step.
done whenA fresh clone reaches the first successful workflow using only the README.
That is the whole plan for Finary. What it deliberately does not cover is below · check the gaps before you call it a replacement.
- Automatic bank and broker sync across hundreds of institutions
- Mobile apps with push updates and Face ID
- Automated real estate valuation estimates and loan tracking
- Benchmarking against other users and the community and content layer
- Someone else fixing the connector the day your bank changes its API
Need the files? The project pack on the verdict page hands your agent the whole brief · more personal finance.