Money Insights is a FinTech app development solution that helps users to keep an eye on their financial activities and can give an eyesight like your virtual financial assistant.
What this is all about?
Money Insights is intended to track and maintain your day to day activities related to your cash flow and It helps you to maintain your budget and improvise your budget plans for future goals.
The challenge here was to show the users’ investments of stocks price with profit and loss in real time.
Bank Accounts Transaction
The webapp needs to fetch all the bank transactions data that users have linked their bank accounts to maintain their accounts.
After some research analysis and all hard work the team has finalised Yodlee APIs that provide such information with fulfilling all the required information and at best price.
Team has put together their full efforts to figure out the things from the 3rd Party like Yodlee in terms of Data, Pricing, Scalability, Reliability etc. things and after that, the role of designing team came in the picture that, how all the data needs to be shown to the user, also keeping in mind that it should have best UI/UX for the users as well as for the developers to develop because after all, that’s the key point of the whole system that how we’re creating the user experience for the users and saving time for the team to develop.
On the Dashboard You can see all your banking, Investments, Expense & Income allocation, Networth and many more with graphical representations.
Manage all your Bank accounts
Get the accessibility of all your bank accounts, credit cards etc. at a single place and you can categorize your transactions and make your Money Management effortlessly.
Manage your Budget
It helps you to keep track of your personal expenses by your monthly and yearly budgets in terms of Income, Expense and Savings to give you an idea of your financial situation.
Backend and Web App Technology Stack
An enterprise-class UI design language and React UI library with a set of high-quality React components, one of the best React UI libraries for enterprises.
Server & File Storage
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Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,200 financial institutions and FinTech companies, including 15 of the top 20 U.S. banks.
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