Multi-account financial overview dashboard

[rohitdash08]

Support viewing multiple financial accounts in one view.

Acceptance Criteria

• Production ready implementation
• Includes tests
• Documentation updated

[rohitdash08]

/bounty $200

[algora-pbc]

💎 $200 bounty • Rohit Dash

Steps to solve:

1. Start working: Comment /attempt #132 with your implementation plan
2. Submit work: Create a pull request including /claim #132 in the PR body to claim the bounty
3. Receive payment: 100% of the bounty is received 2-5 days post-reward. Make sure you are eligible for payouts

❗ Important guidelines:

• To claim a bounty, you need to provide a short demo video of your changes in your pull request
• If anything is unclear, ask for clarification before starting as this will help avoid potential rework
• Low quality AI PRs will not receive review and will be closed
• Do not ask to be assigned unless you've contributed before

Thank you for contributing to rohitdash08/FinMind!

Attempt	Started (UTC)	Solution	Actions
🟢 @gent33112-wq	Mar 02, 2026, 11:35:04 PM	#256	Reward
🟢 @maoshuorz	Mar 06, 2026, 11:28:11 AM	#316	Reward
🟢 @Samfresh-ai	Mar 08, 2026, 02:44:13 AM	#329	Reward
🟢 @ryantryor	Feb 21, 2026, 04:39:44 PM	#159	Reward
🟢 @V1ki	Feb 22, 2026, 06:41:39 PM	#164	Reward
🟢 @oskaar23-ops	Feb 25, 2026, 07:04:44 AM	WIP
🟢 @dagangtj	Feb 26, 2026, 09:13:35 PM	#223	Reward

[ryantryor]

/attempt #132

Implementation Complete

I've implemented the multi-account financial overview dashboard:

Features:

• Create and manage multiple financial accounts (checking, savings, credit card, etc.)
• Multi-account overview with total balance, breakdown by type and currency
• Recent expenses and upcoming bills summary

PR: #159

/claim #132

[V1ki]

/attempt #132

[Fred-Zhang83]

我可以来做这个（如果确实是有偿/悬赏任务的话）。为了对齐预期并尽快开始，麻烦确认几件事：

1. 悬赏/报酬金额与结算方式（是 GitHub Sponsors / Bounty 平台 / 直接转账？）
2. 验收标准（通过哪些测试/功能点算完成？）
3. 期望交付形式（PR 合并即算？还是需要 release/文档/示例？）

你补充以上信息后，我可以先给出实现方案与预计工期，然后直接开 PR 推进。

[Pitrat-wav]

I'm attempting this bounty.

I've implemented a complete multi-account financial overview dashboard with:

• Database schema for financial accounts (bank, credit cards, investments, etc.)
• CRUD API endpoints for account management
• Enhanced dashboard with account filtering
• Frontend account selector dropdown
• Comprehensive tests and documentation

The implementation allows users to view all accounts combined or drill into individual accounts while maintaining backward compatibility.

PR is ready in my fork: https://github.com/Pitrat-wav/FinMind/tree/add-multi-account-dashboard

I've already filled out the CLA form.