MONEY INSIGHTS

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.


01

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.


02

CHALLENGES

Stock Account

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.


03

SOLUTION

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.


04

Dashboard Reports

On the Dashboard You can see all your banking, Investments, Expense & Income allocation, Networth and many more with graphical representations.


05

Future Plans

You can start making future investments and plans by optimising your current savings and expenses. To achieve your investment goal, it’ll help you to get an idea how much you’ll need to save.


06

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.


07

Track your Net Worth

Evaluate all your assets and liabilities to understand your net worth in simpler terms.


08

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.


09

Investments & Portfolio Management

You can keep track of your investments whether it’s in property or in liquid assets like stocks and gives you a graphical representation of your profit and loss.

Backend and Web App Technology Stack

FFrontend Design

Antd

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.

FFrontend UI

React JS

React is a JavaScript library for building user interfaces. It is maintained by Facebook and a community of individual developers and companies. React can be used as a base in the development.

SServer & File Storage

Digitalocean

DigitalOcean is a simple and robust cloud computing platform, designed for developers

CCICD

Gitlab

GitLab is a web-based Git-repository manager with wiki, issue-tracking and CI/CD pipeline features

FFrontend Server

Nginx

Nginx is a web server which can also be used as a reverse proxy, load balancer, mail proxy and HTTP cache.

DDatabase

Open Source MySQL

MySQL is the most popular Open Source Relational SQL Database Management System.

BBackend Server

PHP-FPM

PHP-FPM (FastCGI Process Manager) is an alternative PHP FastCGI implementation with some additional features useful for sites of any size, especially busier sites.

TTechnologies

PHP (Laravel)

Laravel is a free, open-source PHP web framework, created by Taylor Otwell and intended for the development of web applications following the MVC(model–view–controller) architectural pattern and based on Symfony.

YYodlee

Yodlee

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.

AAWS

SMS

Amazon Simple Notification Service is a notification service provided as part of Amazon Web Services since 2010. It provides a low-cost infrastructure for the mass delivery of messages, predominantly to mobile users.

Email

Amazon Simple Email Service (Amazon SES) is a cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails.


10

Features

Manage Cash Flow
Manage investments
Reports Analysis
Budgets
Long Term or Short Term Plans to Manage Savings
Track Networth
Calculators
Categorize Money