Add a financial dashboard page with basic reports and tools

[hoeyi]

Statement

As a user, I want to view a basic personal financial dashboard with reports and tools to manage and monitor my finances effectively.

Description

Implement a personal financial dashboard that provides an overview of the user's financial status. The dashboard will include components for displaying account balances, recent transactions, budget tracking, and financial goals.

Acceptance Criteria

Describe the conditions by which this requirement will be satisfied.

Components

• Account Balances: Display the current balances of all user accounts (checking, savings, credit cards).

  • User can see the balance of active accounts.
  • Include visual indicators (e.g., color codes) for negative balances.
  
  

• Recent Transactions: Show a list of recent transactions for each account.

  • User can view the last n transactions for each account.
  • Transactions include details such as date, description, amount, and category.
  • User can filter transactions by account and date range.
  
  

• Expense Tracking: Provide a summary of the user's expenses.

  • User can see the category of the expense and the proportion of total expense
  
  

• Future Value Calculator: Interactive calculator for the future value of a cash flow series.

  • User can input parameter for the interest rate, number of periods, periodic deposit, and the principal amount.
  • User can input interest rate distribution parameters, such as an assumption of a normally-distributed return that is sampled for each period.
  • User can see chart illustrating the growth or decay, and see the principal (plus contributions), interest, and total amounts over time.