Family Finance Management App - 500+ Families
500+ families

Family Finance Management App - 500+ Families

App serving 500+ families of a financial coach: monthly budget, income and expense tracking, savings goals and a coach dashboard that sees every family in one place

Background

A business owner supporting 500+ families in household financial management needed a platform allowing each family to manage their budget while providing him aggregated visibility.

Key Features

  • •Family budget management - categories, goals and expense tracking
  • •Personal dashboard per family - clear view of financial state
  • •Management dashboard - aggregated view of all 500+ families
  • •Smart alerts - when approaching overage or drifting from goals
  • •Monthly reports - detailed summaries
  • •Friendly interface - usable for all ages

Challenges

The main challenge was building a system supporting personal experience per family while maintaining performance with thousands of active users.

#Family Finance#Finance#500+ Users