Finance tracker
Transfers and expenses tracked across several ventures and currencies
A private client records money sent and spent across several ventures, with balances carried forward month to month and reports in pounds, euros and local currency.
- Client
- Private client
- Industry
- Finance and money transfer
- Platform
- Installable web app
- Location
- Spain
The challenge
Money moved between countries for several ventures, in several currencies, and the owner needed a clear monthly position for each one on a phone.
What we built
We built an installable, mobile-first app with separate data per venture, monthly balances carried forward, four user roles and reports with charts and CSV export.
Capabilities
Key features
- Separate data per venture
- Monthly balance carried forward
- Pounds, euros and local currency
- Four roles with page and company permissions
- Reports with charts and CSV export
- Installs on the phone's home screen
- Audit trail
Outcome
- A monthly position for every venture
- Works on the phone like an app
- Every change recorded
Technology
- React
- Express
- PostgreSQL
- Drizzle
Services
More work
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