LedgerNest
A Notion-style finance workspace for bills, cards, and payoff plans. Manual tracking by design, with AI assistance using your own key.
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Client
LedgerNest (personal product)
Industry
Personal Finance · Tools
Services
Product · Web App · AI
Timeline
6 Weeks
Year
2025
At a Glance
The problem.
Every personal finance app on the market either screen-scrapes your bank or pushes you into yet another subscription dashboard. People who actually want to think about their money, manually and deliberately, don't have a calm tool for it. The challenge was a finance workspace that respects manual entry and never touches your bank.
The solution.
A Notion-style workspace built around bills, cards, income, and a payoff plan. Manual entry by design: your data stays in your own Firebase, your AI runs on your own key. Charts give the at-a-glance picture; the workspace gives the thinking room.
Features
What makes it work.
Workspace Layout
Bills, cards, income, and payoff plans all live as Notion-style blocks in one calm hub.
- Drag-and-drop blocks
- Always-visible totals
At-a-Glance Charts
Monthly income, bills, available, and total debt, each with a clean trend line.
- Trend per metric
- Up/down vs last month
Card & Bill Tracker
Track each card balance, due date, and upcoming bills, without screen-scraping.
- Manual by design
- Upcoming bill list
Your Data, Your Keys
Data stays in your own Firebase. AI features run on your own API key.
- BYO Firebase project
- BYO LLM key
Stack
Built with.
Next.js & React
App Router with server components for a fast, app-like feel.
Firebase
User-owned Firebase for secure, private data ownership.
AI Payoff Planner
LLM-driven debt payoff strategy using the user's own API key.
Tailwind CSS
Calm emerald palette tuned for long-session financial focus.
Outcomes
What shipped.
- 01
Delivered a finance home that reads like a real workspace, not another dashboard.
- 02
Removed bank-linking risk entirely: manual entry, user-owned data.
- 03
Shipped an AI payoff planner that respects user privacy by running on their own key.
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