Wallet overview & transaction management
Review connected accounts/cards and manage individual transactions (details, category, receipt, split).
The user lands on the Wallet home showing their card carousel, alerts, and transaction feed (with a variant for users without a Dovel card). They can drill into a card/account's details (Dovel or external bank), open a transaction to see details, spend insights and receipts, update its category via the category picker, and split the payment across projects/categories until the remaining balance is fully allocated.
9
screens
3
built
14
endpoints
Screen sequence · 9 steps · 💸 Home & Wallet
1. wallet/
built3 ep
2. wallet/none-dovel-card
3 ep
3. card-details
2 ep
4. card-details/non-dovel
3 ep
5. transaction-details/new
built3 ep
6. transaction-details/suggestion
built2 ep
7. change-category
2 states2 ep
8. split-payment/remaining-more
2 ep
9. split-payment
2 ep
Endpoints across this flow
Flow endpoints · 14 endpoints, 2 confirmed in code · the Backend agent owns these
GET /open-banking/accountsGET /wallet/payment-methodsGET /wallet/balancePOST /open-banking/link-tokenPOST /open-banking/linkGET /wallet/pinDELETE /open-banking/accounts/{account_ref}POST /open-banking/accounts/{account_ref}/refresh-balanceGET /open-banking/accounts/{account_ref}/projectsGET /projects/{project_id}/transactions/{transaction_id}POST /projects/{project_id}/transactions/{transaction_id}/receiptPOST /projects/{project_id}/transactions/{transaction_id}/categorizeGET /budget/catalogPOST /projects/{project_id}/transactions/{transaction_id}/split