Personal Finance Tracking App Development
Budget / Salary₹40,000–50,000
TypeFreelance project
LocationRemote
Posted2 hours ago
We want a finance tracking application with features
Dashboard_Net worth summary_Total assets (cash + investments) minus liabilities (credit card outstanding) as one headline number.
Auth & Onboarding_Sign up / Log in_Email + password, full validation. Server-side bcrypt hashing, per-device sessions.
Auth & Onboarding_Profile capture at signup_Full name, DOB, income source, monthly income bracket, phone with country code selector.
Auth & Onboarding_Email & phone OTP verification_Generate, expire, resend, attempt-limit flow — simulated pending a real SMS/email gateway.
Dashboard_Monthly summary_Income, expenses, and net savings for the current month.
Dashboard_Spending by category_Donut chart + breakdown list.
Dashboard_Recent transactions_Quick-glance list of the latest activity.
Transactions_Manual entry_Income/expense, amount, category, payment method (Cash/UPI/Debit/Credit), date, note.
Transactions_Bank / UPI auto-sync_Auto-imports spends directly from bank accounts via Account Aggregator, with consent — simulated pending real AA integration.
Transactions_Full transaction history_Searchable/scrollable list with delete.
Credit Cards_Add/manage cards_Name + credit limit per card.
Credit Cards_Credit card auto-sync_Detects existing cards via PAN-linked credit bureau consent pull (CIBIL/Experian), then syncs spends via Account Aggregator — simulated pending real integration.
Credit Cards Utilization tracking_Ring showing used vs. available limit, updated live as credit transactions are logged.
Budget Category budgets Monthly limit per spending category with progress bars.
Savings & Investments Manual investment tracking SIP/MF, FD, Stocks, PPF/EPF, Gold, RD, Other — invested vs. current value, gain/loss.
Savings & Investments Demat/broker auto-sync Broker selection + PAN-linked consent screen — simulated pending real AA or CAS-parsing integration.
Profile View & edit profile All signup fields editable after the fact.
Profile Verification status Email/phone verified badges with a re-verify option.
Profile Reset account data Wipes transactions/cards/budgets/investments; keeps login. Requires typed confirmation.
Profile Delete account Full deletion, including login. Requires typing the account email to confirm.
Cross-device Data follows the account Logging in on a new device retrieves the same account data.
Billing & Payments Subscription plans Free vs. Premium tiers — Premium unlocks auto-sync (bank, credit card, demat).
Billing & Payments Payment gateway Google Play Billing on Android, Apple In-App Purchase on iOS — both required for app-based subscriptions on their respective stores.
Billing & Payments Recurring billing & receipts UPI Autopay/e-mandate for auto-renewal; auto-generated invoice on each payment.
Dashboard_Net worth summary_Total assets (cash + investments) minus liabilities (credit card outstanding) as one headline number.
Auth & Onboarding_Sign up / Log in_Email + password, full validation. Server-side bcrypt hashing, per-device sessions.
Auth & Onboarding_Profile capture at signup_Full name, DOB, income source, monthly income bracket, phone with country code selector.
Auth & Onboarding_Email & phone OTP verification_Generate, expire, resend, attempt-limit flow — simulated pending a real SMS/email gateway.
Dashboard_Monthly summary_Income, expenses, and net savings for the current month.
Dashboard_Spending by category_Donut chart + breakdown list.
Dashboard_Recent transactions_Quick-glance list of the latest activity.
Transactions_Manual entry_Income/expense, amount, category, payment method (Cash/UPI/Debit/Credit), date, note.
Transactions_Bank / UPI auto-sync_Auto-imports spends directly from bank accounts via Account Aggregator, with consent — simulated pending real AA integration.
Transactions_Full transaction history_Searchable/scrollable list with delete.
Credit Cards_Add/manage cards_Name + credit limit per card.
Credit Cards_Credit card auto-sync_Detects existing cards via PAN-linked credit bureau consent pull (CIBIL/Experian), then syncs spends via Account Aggregator — simulated pending real integration.
Credit Cards Utilization tracking_Ring showing used vs. available limit, updated live as credit transactions are logged.
Budget Category budgets Monthly limit per spending category with progress bars.
Savings & Investments Manual investment tracking SIP/MF, FD, Stocks, PPF/EPF, Gold, RD, Other — invested vs. current value, gain/loss.
Savings & Investments Demat/broker auto-sync Broker selection + PAN-linked consent screen — simulated pending real AA or CAS-parsing integration.
Profile View & edit profile All signup fields editable after the fact.
Profile Verification status Email/phone verified badges with a re-verify option.
Profile Reset account data Wipes transactions/cards/budgets/investments; keeps login. Requires typed confirmation.
Profile Delete account Full deletion, including login. Requires typing the account email to confirm.
Cross-device Data follows the account Logging in on a new device retrieves the same account data.
Billing & Payments Subscription plans Free vs. Premium tiers — Premium unlocks auto-sync (bank, credit card, demat).
Billing & Payments Payment gateway Google Play Billing on Android, Apple In-App Purchase on iOS — both required for app-based subscriptions on their respective stores.
Billing & Payments Recurring billing & receipts UPI Autopay/e-mandate for auto-renewal; auto-generated invoice on each payment.
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