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Budget Planning 
Transactions 
Reports 
In Development
Budget
Comprehensive personal finance platform with budget planning, multi-currency support (CLP/USD/UF), transaction tracking, savings monitoring, and interactive charts.
The Challenge
Managing finances across multiple currencies and accounts is chaotic with spreadsheets. People need a centralized platform for multi-currency budgeting that tracks adherence in real-time without enterprise software complexity.
Our Solution
- Customizable dashboard with KPIs (YTD income/expenses, net worth, savings rate)
- Annual budget planner with monthly columns and percentage tracking
- Transaction management with budgeted vs actual comparison
- Multi-view reports: Comparison, Analysis, Trends
- Savings tracker with multi-account monthly variation
- Multi-currency support (CLP, USD, UF with live rates)
- Cash flow projection showing predicted monthly balances
- CSV export and year-to-year budget cloning
6
Core Modules
3
Currencies
10+
Expense Categories
Live
Charts
Platform
Financial overview with KPIs, donut charts, and trends.
Annual budget with monthly breakdowns.
Monthly view with budgeted vs actual spending.
Comparison view with adherence bars.
Tech Stack
Next.jsTypeScriptNode.jsPostgreSQLRechartsTailwind CSS