Project Overview :
Welcome to the Finance Manager Notion page! This page serves as a central hub for managing the development of our finance management tool. Our goal is to create a comprehensive platform that empowers users to take control of their finances, track their income and expenses, set and achieve financial goals, and gain valuable insights into their financial habits.
project link : https://github.com/darkweb19/next-auth-scratch
preview link : https://next-auth-scratch.vercel.app/
Main Features :
Our finance Management tool consist of following key features :
- Dashboard: A dashboard that provides an overview of the user's financial status, including account balances, income, expenses, investments, and financial goals.
- Expense Tracking: Allow users to track their expenses by categorizing them (e.g., groceries, utilities, entertainment) and providing insights into spending patterns.
- Income Management: Enable users to track their income sources, such as salaries, bonuses, investments, and other sources of revenue.
- Budgeting: Assist users in creating and managing budgets for different categories, setting spending limits
- Reports and Analytics : Generate detailed reports and analytics to help users understand their financial habits, identify areas for improvement, and make informed decisions.
Dashboard Page :
The Dashboard page will serve as the central hub for users to monitor their financial health. Key components of this page include:
- [ ] Account Balances: Show balances for various accounts such as checking accounts, savings accounts, credit cards, investment accounts, etc. Users can see their current financial standing without having to check each account individually.
- [ ] Income Summary: Display a summary of the user's income sources, including total income for the month or year, broken down by sources such as salary, bonuses, dividends, rental income, etc.
- [ ] Expense Summary: Provide an overview of the user's expenses, showing total spending for the period (e.g., month or year) and categorizing expenses into different categories such as groceries, utilities, transportation, entertainment, etc.
- [ ] Net Worth: Show the user's net worth, calculated as the difference between their assets (e.g., cash, investments, property) and liabilities (e.g., debts, loans).