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Personal project / Full-stack finance product

Personal Finance Management

A web and mobile finance application designed to help people track spending, savings, transactions, payees, accounts, and categories from one clear dashboard.

Python Django Angular GCP MySQL
Personal finance dashboard overview
Dashboard Assets, debts, spending, savings, and payments at a glance.
Data flow Import CSV, QIF, and OFX transaction history from banks and cards.
Control Edit records, manage payees, customize categories, and search deeply.

Product capabilities

Built for clarity, control, and everyday finance habits

Dashboard

Clear and insightful overview

A clean dashboard gives users a bird's-eye view of their financial life, including total assets, debts, spending habits, income, payments, and savings trends.

Dashboard overview with finance charts
Expense tracker screen

Expense tracking

Smart spending breakdowns

Track every yen with categorized breakdowns, monthly trends, and visual reports that show where money is going.

Import transactions screen

Imports

Credit card and bank data import

Reduce manual input by importing transaction history from credit cards and bank accounts through CSV, QIF, and OFX files.

Edit finance record screen

Records

Edit individual finance records

Update categories, amounts, dates, notes, and transaction details so users stay accurate and in control of their data.

Advanced filter and search screen

Search

Deep filter and search

Find financial records by date range, category, amount, payee, account, or keywords for reviews and audits.

Manage payees screen

Payees

Manage payees efficiently

Organize payees in one place, reduce duplicate labels, and assign transactions to people or businesses for cleaner reports.

Manage categories and accounts screen

Structure

Custom categories, sub-categories, and accounts

Customize income streams, expenses, bank accounts, and reporting structures to fit each user's finance style.

Project takeaway

A personal finance product that demonstrates full-stack delivery.

This project shows product UX, financial data modeling, dashboard design, import workflows, database-backed records, and cloud-ready application architecture.