Finance Dashboard
Finance Dashboard is a private, single-user personal finance application running at finance.rolo.work. It is operated by Rolando Trevino Alanis as a personal, non-commercial project. This page is the app's public home page and the directory for its legal documentation.
Required policies: Privacy Policy · Terms of Use · Security · Contact
The single most important fact
Finance Dashboard has exactly one user: its operator. It is not a product, it is not offered to the public, there are no other accounts, and there is no sign-up flow.
Access is enforced by an email allowlist. Sign-in is Google OAuth;
after Google returns the account's email address, the app compares it
against the ALLOWED_EMAILS configuration value. That value currently
contains a single address: rolotrealanis@gmail.com. Any other Google
account that completes sign-in is rejected with an HTTP 403 "Access
denied" page and is never issued a session.
What the app does
Finance Dashboard gives its operator one place to see his own household finances:
- Accounts and balances for his own bank, credit card, and brokerage accounts, pulled in automatically.
- Transactions, categorized, with budgets per category.
- Investment holdings and investment transactions.
- Receipts — photos and PDFs of his own receipts, uploaded by hand, with the text read out of them automatically so line items can be matched to transactions.
- Retirement / FIRE projections built from the above.
Where the data comes from
Financial data is aggregated through two providers, both of which the operator connected to his own accounts:
- Plaid — accounts, balances, transactions, investment holdings, and investment transactions.
- SimpleFIN Bridge — accounts, balances, and transactions.
Receipts are uploaded manually by the operator. Nothing else is collected. There is no data from any other person, because there is no other person using the app.
Where the data lives
Everything runs on Cloudflare: the application on Cloudflare
Workers, structured data in a Cloudflare D1 database (finance-db),
and receipt images and PDFs in a Cloudflare R2 bucket (finance-docs).
No tracking, no advertising, no sale of data
The app contains no analytics, no advertising, no tracking pixels, and no third-party telemetry SDK. The codebase was checked for Google Analytics, Google Tag Manager, Plausible, PostHog, Segment, Mixpanel, Amplitude, Sentry, Hotjar, and Microsoft Clarity — none are present. No data is sold, rented, or shared for marketing.
Documents
- Privacy Policy — what is collected, from where, why, where it is stored, and for how long
- Terms of Use — the terms that govern use of the app
- Security — how credentials and tokens are handled
- Sub-processors — every third party involved
- Data deletion — how to have data deleted
- Contact — how to reach the operator