๐ณEz Finance Dashboard
Explore the possibilities of financial success with us today
๐Links
Template Link on Bubble Marketplace
Photos
Introduction
Ez Finance Dashboard is a modern web template designed for those who want to manage their money effectively. This template provides powerful tools for managing and monitoring financial transactions. With our template, you can easily track and analyze financial data, manage your investment portfolio, and monitor your budget. Integration with Plaid provides secure and convenient access to financial data, making it easy to manage bank accounts, complete transactions, and monitor financial health.
The application includes:
Overview Tab Dashboard - Offers accurate control over the movement of funds across accounts, payment history, and income/expense schedules.
Autopay & Templates - We've included an auto-payment feature to help you remember to pay your bills. Additionally, for payments with varying amounts, we've added the "templates" function.
Transactions - We've included additional filters to speed up the search for required payments.
Our template is fully compatible and responsive across all device types. Our team has developed this template in line with up-to-date UX/UI design standards, providing an intuitive interface and visually pleasing aesthetics.
While we sell the template as is, we remain open to discussing additional modifications. Before purchasing the template, we recommend checking out the preview section. If you have any questions or require further clarification, please do not hesitate to contact us, and we'll be delighted to assist and tailor a solution to suit your needs.
Features
Dashboard
Transactions
Payments
Invoicing
Trading
Reports
Responsive design
Notes
Important note: After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.
Check all privacy settings by the following link before launch: Bubble Privacy
Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.
This template is not the final product. Any part of the application can be modified for different needs.
Pages
index
This page presents the features of this application. Also, on this page, clients can find links to other EazyCode templates on this topic.
authorization
This is the Sign-In / Sign-Up page.
dashboard
This is a user panel page. The page displays nine tabs.
Dashboard - This tab contains general information about the current user's finances, including expenses and income graphs, a list of transactions, a list of added bank cards, and the total balance.
Plaid Connect - This is the PLAID connection tab. On this tab, the user can connect Plaid account and make ACH transfers.
Wallet - This tab with a list of all added bank cards. The user can add/delete/ edit any of them. For each card, he has a list of options, such as: setting a limit, replenishing the balance, making a transfer, changing the PIN code, blocking, and reissuing the card.
Transactions - This tab displays a list of all completed transactions, with the option to filter the list by date, credit card, category, and status.
Payments - A tab for creating automatic payments, templates, and making transfers of any type.
Invoicing - In this tab, the user can see the list of invoices, and their status. Also, create new invoices.
Trading - This tab displays stock market trends.
Reports - This tab displays categories by customer spending.
Settings - Tab with user personal information and change password form.
reset_pw
This page allows the user to reset the password.
404
This page appears when something goes wrong in the app's work
Reusable elements
Footer
This reusable element includes links to the EazyCode templates, socials, and personal web.
Header
This reusable element includes the app navigation panel.
header dashboard
This reusable element includes the app navigation panel while a user logged in.
Workflow
Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the EazyCode standard for the use of colors with a detailed explanation.
The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.
Blue - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.
Green - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.
Red - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."
Orange - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" โ when you use specific values for checking, such as "When the current user is logged in," and so on.
Cyan - Actions utilizing Custom Events โ lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.
Brown - Custom workflow, API workflow, and similar tasks.
Purple - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.
Grey - All other actions.
Plaid
Plaid is a financial technology company that provides a platform for connecting financial accounts with various applications and services. It acts as an intermediary between consumers, banks, and fintech apps, allowing users to securely link their bank accounts, credit cards, and other financial accounts to these apps. The Plaid platform provides developers with tools and APIs to access and work with financial data, enabling features such as account verification, balance checking, transaction history access, and more. This allows fintech apps to offer a range of services like budgeting tools, investment advice, loan applications, and payment options, all while keeping data secure and compliant with regulations.
Below is a step-by-step instruction for configuring the plugin.
Install the Ez Plaid Connect & ACH Transfers plugin.
For each call in the plugin, two keys are required: the client ID and the secret key. They are repeated in every call. You can get these keys for free by registering at this link: https://dashboard.plaid.com/signup
You need to get keys in your dashboard: https://dashboard.plaid.com/developers/keys
There are 3 types of environments in the Plaid ecosystem. Sandbox, development, production. To get started, we recommend choosing Sandbox and trying to integrate this test environment. Each call has a required parameter to fill in. It can be dynamic depending on your conditions.
The last step in the dashboard panel of the Plaid, you need to type "redirect URL" of your application. In our case, we want the user to return to the dashboard page after authorization. 2 links for the test and live version.
You are ready to start integration. The first step is to create a link token using the "Get Link Token" plugin API data call, filling in the fields of the main settings of your application. In the following example, we immediately write "link_loken" in the current user field. In the Call Data parameters, we specify the user ID, Application Name, and a link to the created Endpoint (Backend Workflow) for the subsequent configuration of the webhook and our specified redirect URI.
Next, you need to install the plugin element (Windows Auth) in your App. It is required to specify our saved link token for authorization to work. In the preview, with the correct link token, you will have the opportunity to select a bank to connect to. For test mode, we recommend using "Chase"
After passing the authorization stage, you are returned to the "redirect uri" that you entered earlier in Plaid Dash. The link will contain the oauth_state_id parameter, which you will accept on the BUBBLE side when the page is loaded. You create a workflow and the first step is to set the plugin action - Handle Public Key.
Next step, install the Plugin Event upon successful generation of the Public Key.
Inside the event, your first action is to exchange your public key for the main "access token" using the Public Token Exchange API call.
In response to your call, the next step you can use is an "access token". In our example, we write it to the current user field.
Using this token, you can get permission to conduct subsequent ACH transactions or use this token in conjunction with other Plaid BUBBLE plugins.
To get data about the current account and available payment methods, use the plugin call - "Get Account Info"
Data Types
This data type contains information only for demonstration purposes.
Card
This data type is used to store bank card proprieties.
Chart Sectors
This data type is used to store chart proprieties in the trading tab.
ChartBreakdown
This data type is used to store chart proprieties in the report tab.
ChartJs
This data type is used to store chart proprieties in the dashboard tab.
Checkout
This data type is used to store transfer proprieties.
Commodities Chart
This data type is used to store commodities chart proprieties in the trading tab.
Currencies
This data type is used to store currency proprieties in the trading tab.
Invoicing
This data type is used to store invoicing proprieties.
Service_Category
This data type is used to store service category proprieties.
Service_Providers
This data type is used to store service provider proprieties.
Templates
This data type is used to store template proprieties.
Transactions
This data type is used to store transaction proprieties.
Treasuries
This data type is used to store treasure proprieties in the trading tab.
User
This data type is used to store user proprieties.
Option sets
AutoPay
Weekly
Monthly
Quarterly
Annually
Status
Paid
Rejected
Unpaid
The template is sold as is, although additional modifications can be discussed. Feel free to contact us for any inquiries and weโll be happy to find a solution for your ideas โ http://eazycode.com/
Hire us:
Last updated