Personal Money Manager

Built a SMART financial dashboard with the following features:

  • Interactive and dynamic dashboard
  • Easy to use and user-friendly interface
  • Fast adding records and accepts 1M+ transaction records
  • Envelope system distribution display on very nice charts
  • Accumulated wealth (balance/cash on hand) tracker on year-to-date basis
  • Monthly, multi-month selection, and year-to-date report period
  • Manage sub-categories if the default category do not work for you
  • Month over Month (current month vs. previous month) variance analysis
  • List of Expenses by sub-category with interactive category filtering and insights
  • Envelope budgeting user's input. See: settings tab > Envelope table
  • Covers one (1) year budgeting
  • Proprietary algorithm for SMART Financial Advisor

To fully experience the future, download the Excel data by clicking on the download icon located above.

Download File











Location

Philippines, Iloilo City

Mobile number

+639983369301

Email

allen.arorong23@gmail.com

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