Finance app
Several businesses and currencies, with money in and out on record
Money sent and spent on several ventures is logged by a private client. Each month's balance rolls into the next, and reports come in several currencies.
- Client
- Private client
- Industry
- Finance and money transfer
- Platform
- Installable web app
- Location
- Europe
The challenge
Funds for several ventures crossed borders in several currencies. The owner wanted to see, on a phone, exactly where each venture stood every month.
What we delivered
The app we built is made for phones first and can be installed. It keeps each venture's data apart, rolls monthly balances forward, has four user roles, and reports with charts and CSV export.
In the product
What it covers
- Each venture's data kept apart
- Balance rolled forward monthly
- Local currency, pounds and euros
- Four roles, with access set by page and company
- Charts and CSV export in reports
- Can be added to a phone's home screen
- Record of changes
The results
- Each venture's standing, month by month
- Behaves like an app on a phone
- All changes are logged
Built with
- React
- Express
- PostgreSQL
- Drizzle
Related work
Other projects in daily use
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