Week
12
Clerk
Mar 21
  • Update: Onboarded our first beta user today (Megan). Had several learnings which I'll write up separately.

  • Tasks

  • Improve styling of my accounts page

  • Save and store additional information about accounts (account type, json_data)

  • Set bank account names based on the names returned by Nordigen (savings accounts now supported)

  • End-to-end test onboarding-from-scratch flow

  • Auto fetch balances when user first connects new account

  • Auto fetch transactions when user first connects new account

  • Bug: Nordigen issues with Revolut UK accounts

  • Remove gray circle (avatar placeholder) in user section

  • Bug: when logged in on a new account, on /targets, the "Add Maximum Target" and "Add Minimum Target" buttons don't work

  • Bug: Edit Target doesn't work

  • Remove "Connections" menu item as Accounts does the same thing.

  • Route first sign in to add bank account screen

  • Fix styling on add bank account screen