Personal Finance Planner

Overview

The Personal Finance Planner is an innovative solution for anyone looking to take control of their financial situation. Built with modern technologies like Next.js and React, this open-source application is designed to streamline income and expense management. Whether you’re looking to set financial goals or forecast your future, this planner aims to provide a comprehensive toolkit to assist users in navigating their finances effectively.

While this planner excels on desktop, it’s evident that the team behind it is dedicated to enhancing the mobile experience as well, with plans for improved support in future releases. With its sleek interface and numerous features, the Personal Finance Planner promises to be a valuable resource for users looking to achieve financial stability and success.

Features

• Dashboard Overview: Provides a high-level summary of your financial situation, including income, expenses, and savings rate, along with personalized suggestions.
• Income Management: Easily add, edit, and track multiple income sources with options for recurring and one-time income entries.
• Advanced Expense Tracking: Manage both recurring and one-time expenses with advanced sorting, grouping, and a calendar view to enhance organization.
• Financial Goal Setting: Allows users to set, track, and prioritize financial goals with clear progress tracking and forecast-based completion dates.
• Enhanced Financial Forecasting: Generate multi-year projections with adjustable parameters and visualize potential outcomes through intuitive charts.
• Data Visualization: Features interactive charts that depict income versus expenses and visualize goal progress, making financial data easier to understand.
• Multi-Currency Support: Offers support for various currencies, enhancing usability for users from different regions.
• Customizable Features: Includes advanced options like recurring expenses on custom intervals and a visual calendar for expense navigation.