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Finances profile

profiles/finances is the personal finance variant.

What to reuse first

  • holdings for cash visibility.
  • bills for due status.
  • loans for still-owed summaries.
  • income for YTD rollups.

If you are adapting for your own money system, begin by replacing values in data.json before changing layout.

For users choosing this profile

  1. Build from this profile.
  2. Edit your values in my-dashboard/data.json.
  3. Keep example-data.json as your reference map.
  4. Add your own labels only after dashboard renders correctly.

Why finances has its own HTML

Finance data is not just SEO data with different labels. It needs cash coverage bars, bill status rows, loan foldouts, and income totals.

That is why this profile owns profiles/finances/dashboard.html instead of sharing the root SEO render.

Example extension direction

  • Add checklist-like action rows.
  • Add optional archive/history records.
  • Add CSV or sheet import behind a toggle.

Privacy and ownership

  • Keep data.json private in your fork if it contains real numbers.
  • This profile runs fully without remote credentials.
  • If you later add integrations, note required keys in docs and template files only.