In Development
§00 / Lab case file
Budget
Comprehensive personal finance platform with budget planning, multi-currency support (CLP/USD/UF), transaction tracking, savings monitoring, and interactive charts.
In Development Case study
Status In Development
Market Live Charts
Modules 6 product areas
Core Modules 6
Currencies 3
Expense Categories 10+
Charts Live
§01 / The Challenge
The operating problem behind the product.
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.
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
§02 / Key Features
Product surface.
Annual Budget Planner
Monthly columns with income/expense sections and percentage tracking.
Multi-Currency Support
CLP, USD, and UF with live exchange rates.
Transaction Tracking
Budgeted vs actual spending with extras and savings transfers.
Interactive Reports
Comparison, analysis, and trends with adherence bars.
Savings Tracker
Multi-account monthly variation and multi-year history.
Cash Flow Projection
Predicted monthly balances based on your patterns.
§03 / Platform
Screens and product flows.
§04 / Current access
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Freelancers and small business owners who need simple, powerful financial management.
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