Personal Money Manager - Excel Dashboard
13/07/2023
Task
The Project Manager disseminate your key tasks to develop a Personal Money Manager project with income and expense tracking feature. The functionality aims to provide users with accurate and up-to-date overview of their income and spending habits by seamlessly categorizing their income and expenses.
Results and Benefits
1. Enhanced Financial Awareness and Empowerment - The app provides users with a comprehensive overview of their financial situation, enabling informed decisions, identifying areas for improvement, and tracking progress toward financial goals. It incorporates helpful budgeting strategies like the 50-30-20 rule, allowing effective allocation of income (50% to needs, 30% to wants, and 20% to savings). With these tools, individuals can take control of their finances, achieve balance, and work confidently toward financial stability. 2. Streamlined Expense Tracking and Budgeting - The app simplifies tracking expenses and creating budgets. Through automated transaction categorization, users can effortlessly monitor their spending habits and identify areas of potential overspending, facilitating better financial management. 3. Empowering Individuals to Achieve Financial Control - The app enables individuals to make informed decisions and work efficiently and confidently toward their financial goals. By providing a robust platform for financial management, users can effectively navigate their financial journeys and gain greater control over their economic well-being.
