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.
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Philippines, Iloilo City
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