Personal Budget Management Tool
About project
Budgety is a software program designed to help individuals manage their finances and track their expenses. It provides a user-friendly interface where users can input their income and expenses, categorize them, and create a budget plan.
The tool also allows users:
- to set financial goals, such as saving for a vacation or paying off debt, and tracks their progress towards these goals.
- to view a visual representation of the user’s finances, such as graphs and charts.
- to help them understand their spending habits and make informed decisions.
Main goals of the project
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Providing a user-friendly interface for managing personal finances
The tool should have an intuitive and accessible interface that allows users to easily track their income and expenses, create budgets, and set financial goals. -
Enabling long-term financial planning
The tool should allow users to set and track progress towards long-term financial goals, such as saving for retirement or a child's education. -
Integrating with other financial tools and services
The tool should be able to integrate with other financial tools and services, such as bank accounts and credit cards, to provide a comprehensive view of the user's financial situation.
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Improving financial literacy and decision-making
The tool should provide users with insights and guidance on how to make informed decisions about their spending and saving habits. This can include alerts for overspending, suggestions for reducing expenses, and information on financial planning. -
Enhancing financial security
The tool should help users avoid financial difficulties, such as debt and overspending, by providing a clear and organized view of their finances and identifying areas for improvement.
CHALLENGES AND SOLUTIONS
To encourage adoption, we have designed a user-friendly interface. The tool offers clear benefits, such as improved financial security and the ability to achieve financial goals.
To address this challenge, we’ve taken strong security measures, such as encryption and secure storage. The tool clearly communicates its privacy policy to address concerns about privacy and security.
To address this challenge, we’ve implemented real-time updates and integrated with other financial tools and services to ensure that the data is accurate.
To address this challenge, the client has hired us as a dedicated team responsible for maintenance and updates. The client informs us of the changes and challenges and we regularly release new versions with updated features and functionality.
Functionality
Features that make this project unique
the app allows users to set financial goals, such as saving for a down payment on a house or paying off debt, and track their progress towards achieving these goals.
the app can support multiple currencies for users who have financial assets or transactions in different currencies.
this feature allows users to collaborate with others, such as family members or financial advisors, to share financial information and work together on budgeting and financial planning.
this feature enables users to categorize their expenses, making it easier to identify areas where they are overspending and where they can cut back.
features like adding your cards to the app, analytics of expenses and scheduling payments allows users to easily manage their finances.
the application can integrate with users’ bank accounts to automatically import transaction data, making it easier to track expenses and income.
to prevent unplanned and unwanted payments, the tool provides the ability to set personalized notifications.
monitor your expenses and incomes, check out possible ways to make savings.
Tech stack
React
Chart.js
NodeJS
Passport.js
NestJS
KoaJS
PostgreSQL
Auth0
GraphQL
Websocket
Figma
Redmine
Optional features that can be added to similar project types
This feature allows users to track the performance of their investments, such as stocks or mutual funds, and evaluate their impact on their overall financial situation.
This feature allows users to track their debt, such as credit card balances or student loans, and create a repayment plan based on their budget and financial goals.
This feature allows users to plan for tax payments and estimate their tax liability based on their income and other financial data.
This feature automatically categorizes expenses and income, reducing the need for manual data entry and improving the accuracy of the data.
This feature allows users to track recurring expenses, such as monthly subscription services or rent payments, and plan for those expenses in their budget.
This feature allows users to track their net worth over time, providing a snapshot of their overall financial health.
This feature provides users with educational resources, such as articles and videos, to improve their financial literacy and make informed decisions about their finances.
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