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Finance OS

My next project: a simple app to see accounts, expenses, budgets and goals without having the information scattered around.

Concept in development
Design mockup of Finance OS: a dashboard with net worth, income, expenses, savings, a financial evolution chart and a monthly budget, using sample data.
Design mockup with sample data. Not a working application yet.

The idea

I want an app where you can see accounts, transactions, budgets, goals and how your net worth is moving, all in one place.

The starting problem is the same one I ran into at the restaurant, but in personal finances: the information is scattered and answering “how am I doing?” takes more effort than it should.

Planned features

This is what I want it to do. None of it is built yet.

  • Accounts
  • Transactions
  • Budgets
  • Goals
  • Net worth
  • Analysis and visualisations
  • Multiple currencies
  • Manual exchange rates
  • Light, dark and automatic themes
  • Mobile navigation
  • Financial and data-integrity tests

Planned architecture

This is the stack I want to build it with. I have not written code with it yet.

Why it is here

It is here because it is what I want to work on next, and because the design is already thought through. Once I build it, this page will show product screenshots instead of a mockup.

Projects

Other projects

Main dashboard of La Nueva Goleta Administración showing the business summary, sales, purchase and cash indicators, and the section sidebar.
Working pilot

La Nueva Goleta Administración

I started it to keep the restaurant's invoices, prices, cash and expenses in one place. It runs in a pilot environment today and gets better with every round of testing.

  • Django
  • Python
  • OCR
  • Product
  • Hospitality
  • Automation

Read the case study