feat: Multi-account Dashboard and Data Export (CSV/JSON)

app/src/api/accounts.ts

@@ -0,0 +1,46 @@
+import { api } from './client';
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query';
+
+export type AccountType = 'BANK' | 'CASH' | 'CREDIT_CARD' | 'INVESTMENT';
+
+export type FinancialAccount = {
+  id: number;
+  name: string;
+  account_type: AccountType;
+  balance: number;
+  currency: string;
+  created_at: string;
+};
+
+export const useAccounts = () => {
+  return useQuery({
+    queryKey: ['accounts'],
+    queryFn: () => api<FinancialAccount[]>('/accounts/'),
+  });
+};
+
+export const useCreateAccount = () => {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (data: Partial<FinancialAccount>) => api<FinancialAccount>('/accounts/', { method: 'POST', body: data }),
+    onSuccess: () => queryClient.invalidateQueries({ queryKey: ['accounts'] }),
+  });
+};
+
+export const useUpdateAccount = (accountId: number) => {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (data: Partial<FinancialAccount>) => api<FinancialAccount>(`/accounts/${accountId}`, { method: 'PATCH', body: data }),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: ['accounts'] });
+    },
+  });
+};
+
+export const useDeleteAccount = () => {
+  const queryClient = useQueryClient();
+  return useMutation({
+    mutationFn: (accountId: number) => api(`/accounts/${accountId}`, { method: 'DELETE' }),
+    onSuccess: () => queryClient.invalidateQueries({ queryKey: ['accounts'] }),
+  });
+};

app/src/pages/Dashboard.tsx

@@ -20,15 +20,19 @@ import {
   Plus,
 } from 'lucide-react';
 import { getDashboardSummary, type DashboardSummary } from '@/api/dashboard';
+import { useAccounts } from '@/api/accounts';
 import { useNavigate } from 'react-router-dom';
 import { formatMoney } from '@/lib/currency';
+import { Badge } from '@/components/ui/badge';
+import { Loader2 } from 'lucide-react';
 
 function currency(n: number, code?: string) {
   return formatMoney(Number(n || 0), code);
 }
 
 export function Dashboard() {
   const navigate = useNavigate();
+  const { data: accounts, isLoading: accountsLoading } = useAccounts();
   const [data, setData] = useState<DashboardSummary | null>(null);
   const [loading, setLoading] = useState(true);
   const [error, setError] = useState<string | null>(null);
@@ -166,6 +170,41 @@ export function Dashboard() {
         ))}
       </div>
 
+      {/* Financial Accounts Section */}
+      <div className="mb-8 fade-in-up">
+        <div className="flex items-center justify-between mb-4">
+          <h2 className="section-title">My Accounts</h2>
+          <Button variant="outline" size="sm" onClick={() => navigate('/account')}>
+            Manage
+          </Button>
+        </div>
+        <div className="grid gap-4 grid-cols-2 md:grid-cols-3 lg:grid-cols-5">
+          {accountsLoading ? (
+            <div className="col-span-full flex justify-center py-4">
+              <Loader2 className="w-6 h-6 animate-spin text-primary" />
+            </div>
+          ) : accounts && accounts.length > 0 ? (
+            accounts.map((account) => (
+              <div key={account.id} className="bg-card border rounded-xl p-3 shadow-sm hover:shadow-md transition-all cursor-pointer group">
+                <div className="flex items-center justify-between mb-2">
+                  <Badge variant="outline" className="text-[10px] uppercase">{account.account_type}</Badge>
+                  <Wallet className="w-3 h-3 text-muted-foreground group-hover:text-primary" />
+                </div>
+                <div className="text-sm font-medium truncate mb-1">{account.name}</div>
+                <div className="text-lg font-bold">{currency(account.balance, account.currency)}</div>
+              </div>
+            ))
+          ) : (
+            <div className="col-span-full bg-muted/30 border border-dashed rounded-xl p-6 text-center">
+              <p className="text-sm text-muted-foreground mb-3">No accounts connected yet.</p>
+              <Button size="sm" onClick={() => navigate('/account')}>
+                <Plus className="w-3 h-3 mr-2" /> Add Your First Account
+              </Button>
+            </div>
+          )}
+        </div>
+      </div>
+
       <div className="grid lg:grid-cols-3 gap-8">
         <div className="lg:col-span-2">
           <FinancialCard variant="financial" className="fade-in-up">

app/src/pages/Expenses.tsx

@@ -48,8 +48,38 @@ import {
 import { listCategories, type Category } from '@/api/categories';
 import { formatMoney } from '@/lib/currency';
 
+import { Calendar, Download, Plus, Search, Trash2 } from 'lucide-react';
+
 export default function Expenses() {
   const { toast } = useToast();
+
+  const onExportJSON = () => {
+    const blob = new Blob([JSON.stringify(allItems, null, 2)], { type: 'application/json' });
+    const url = URL.createObjectURL(blob);
+    const link = document.createElement('a');
+    link.href = url;
+    link.download = `expenses-${new Date().toISOString().slice(0, 10)}.json`;
+    link.click();
+  };
+
+  const onExportCSV = () => {
+    if (allItems.length === 0) return;
+    const headers = ['Date', 'Description', 'Category', 'Amount', 'Currency'];
+    const rows = allItems.map((e) => [
+      e.date.slice(0, 10),
+      `"${e.description.replace(/"/g, '""')}"`,
+      `"${categoryMap.get(e.category_id as number) || '—'}"`,
+      e.amount,
+      e.currency
+    ]);
+    const csvContent = [headers.join(','), ...rows.map((r) => r.join(','))].join('\n');
+    const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' });
+    const url = URL.createObjectURL(blob);
+    const link = document.createElement('a');
+    link.href = url;
+    link.download = `expenses-${new Date().toISOString().slice(0, 10)}.csv`;
+    link.click();
+  };
   const getErrorMessage = (error: unknown, fallback: string) =>
     error instanceof Error ? error.message : fallback;
   const [items, setItems] = useState<Expense[]>([]);
@@ -554,6 +584,14 @@ export default function Expenses() {
         <div className="flex items-end gap-2">
           <Button variant="outline" onClick={() => { setFrom(''); setTo(''); setFilterCategoryId(''); setSearch(''); setPage(1); }}>Reset</Button>
           <Button onClick={() => { setPage(1); refresh(); }}>Apply</Button>
+          <div className="flex gap-1 ml-auto">
+            <Button variant="outline" size="sm" title="Export as JSON" onClick={onExportJSON}>
+              <Download className="w-4 h-4 mr-1" /> JSON
+            </Button>
+            <Button variant="outline" size="sm" title="Export as CSV" onClick={onExportCSV}>
+              <Download className="w-4 h-4 mr-1" /> CSV
+            </Button>
+          </div>
         </div>
       </div>
 

packages/backend/app/models.py

@@ -19,6 +19,26 @@ class User(db.Model):
     created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
 
 
+class AccountType(str, Enum):
+    BANK = "BANK"
+    CASH = "CASH"
+    CREDIT_CARD = "CREDIT_CARD"
+    INVESTMENT = "INVESTMENT"
+
+
+class FinancialAccount(db.Model):
+    __tablename__ = "financial_accounts"
+    id = db.Column(db.Integer, primary_key=True)
+    user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
+    name = db.Column(db.String(100), nullable=False)
+    account_type = db.Column(
+        SAEnum(AccountType), default=AccountType.BANK, nullable=False
+    )
+    balance = db.Column(db.Numeric(12, 2), default=0, nullable=False)
+    currency = db.Column(db.String(10), default="INR", nullable=False)
+    created_at = db.Column(db.DateTime, default=datetime.utcnow, nullable=False)
+
+
 class Category(db.Model):
     __tablename__ = "categories"
     id = db.Column(db.Integer, primary_key=True)
@@ -31,6 +51,9 @@ class Expense(db.Model):
     __tablename__ = "expenses"
     id = db.Column(db.Integer, primary_key=True)
     user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
+    account_id = db.Column(
+        db.Integer, db.ForeignKey("financial_accounts.id"), nullable=True
+    )
     category_id = db.Column(db.Integer, db.ForeignKey("categories.id"), nullable=True)
     amount = db.Column(db.Numeric(12, 2), nullable=False)
     currency = db.Column(db.String(10), default="INR", nullable=False)
@@ -54,6 +77,9 @@ class RecurringExpense(db.Model):
     __tablename__ = "recurring_expenses"
     id = db.Column(db.Integer, primary_key=True)
     user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
+    account_id = db.Column(
+        db.Integer, db.ForeignKey("financial_accounts.id"), nullable=True
+    )
     category_id = db.Column(db.Integer, db.ForeignKey("categories.id"), nullable=True)
     amount = db.Column(db.Numeric(12, 2), nullable=False)
     currency = db.Column(db.String(10), default="INR", nullable=False)
@@ -77,6 +103,9 @@ class Bill(db.Model):
     __tablename__ = "bills"
     id = db.Column(db.Integer, primary_key=True)
     user_id = db.Column(db.Integer, db.ForeignKey("users.id"), nullable=False)
+    account_id = db.Column(
+        db.Integer, db.ForeignKey("financial_accounts.id"), nullable=True
+    )
     name = db.Column(db.String(200), nullable=False)
     amount = db.Column(db.Numeric(12, 2), nullable=False)
     currency = db.Column(db.String(10), default="INR", nullable=False)

packages/backend/app/routes/__init__.py

@@ -7,6 +7,7 @@
 from .categories import bp as categories_bp
 from .docs import bp as docs_bp
 from .dashboard import bp as dashboard_bp
+from .accounts import bp as accounts_bp
 
 
 def register_routes(app: Flask):
@@ -18,3 +19,4 @@ def register_routes(app: Flask):
     app.register_blueprint(categories_bp, url_prefix="/categories")
     app.register_blueprint(docs_bp, url_prefix="/docs")
     app.register_blueprint(dashboard_bp, url_prefix="/dashboard")
+    app.register_blueprint(accounts_bp, url_prefix="/accounts")

packages/backend/app/routes/accounts.py

@@ -0,0 +1,94 @@
+from flask import Blueprint, jsonify, request
+from flask_jwt_extended import jwt_required, get_jwt_identity
+from ..extensions import db
+from ..models import FinancialAccount, AccountType, User
+from decimal import Decimal, InvalidOperation
+import logging
+
+bp = Blueprint("accounts", __name__)
+logger = logging.getLogger("finmind.accounts")
+
+
+@bp.get("/")
+@jwt_required()
+def list_accounts():
+    uid = int(get_jwt_identity())
+    accounts = db.session.query(FinancialAccount).filter_by(user_id=uid).all()
+    return jsonify([_account_to_dict(a) for a in accounts])
+
+
+@bp.post("/")
+@jwt_required()
+def create_account():
+    uid = int(get_jwt_identity())
+    data = request.get_json() or {}
+
+    name = str(data.get("name") or "").strip()
+    if not name:
+        return jsonify(error="name required"), 400
+
+    account = FinancialAccount(
+        user_id=uid,
+        name=name,
+        account_type=AccountType(data.get("account_type", "BANK")),
+        balance=Decimal(str(data.get("balance", 0))),
+        currency=data.get("currency", "INR")
+    )
+
+    db.session.add(account)
+    db.session.commit()
+
+    return jsonify(_account_to_dict(account)), 201
+
+
+@bp.get("/<int:account_id>")
+@jwt_required()
+def get_account(account_id: int):
+    uid = int(get_jwt_identity())
+    account = db.session.get(FinancialAccount, account_id)
+    if not account or account.user_id != uid:
+        return jsonify(error="not found"), 404
+    return jsonify(_account_to_dict(account))
+
+
+@bp.patch("/<int:account_id>")
+@jwt_required()
+def update_account(account_id: int):
+    uid = int(get_jwt_identity())
+    account = db.session.get(FinancialAccount, account_id)
+    if not account or account.user_id != uid:
+        return jsonify(error="not found"), 404
+
+    data = request.get_json() or {}
+    if "name" in data:
+        account.name = data["name"]
+    if "balance" in data:
+        account.balance = Decimal(str(data["balance"]))
+    if "account_type" in data:
+        account.account_type = AccountType(data["account_type"])
+
+    db.session.commit()
+    return jsonify(_account_to_dict(account))
+
+
+@bp.delete("/<int:account_id>")
+@jwt_required()
+def delete_account(account_id: int):
+    uid = int(get_jwt_identity())
+    account = db.session.get(FinancialAccount, account_id)
+    if not account or account.user_id != uid:
+        return jsonify(error="not found"), 404
+    db.session.delete(account)
+    db.session.commit()
+    return jsonify(message="deleted")
+
+
+def _account_to_dict(a: FinancialAccount) -> dict:
+    return {
+        "id": a.id,
+        "name": a.name,
+        "account_type": a.account_type.value,
+        "balance": float(a.balance),
+        "currency": a.currency,
+        "created_at": a.created_at.isoformat()
+    }