Financial Planner Application

Tech Stack

• AWS
  • EventBridge
  • EC2
  • Lambda
  • CloudWatch
  • API Gateway
• Serverless
• TypeScript
• GraphQL
• Zod
• React
• MaterialUI
• Formik
• Apollo
• PostgreSQL
• TypeORM

Wireframe

Homepage

Dashboard

Questionaire

Profile

Modals

Core Functionality

1. Monthly expense tracker
   • Two flows
     • Prompts
     • Enter income, disposable income, monthly expenses
       • Basic (only enter income, estimated disposable, estimated monthly)
       • In Depth (enter a breakdown for each field the prompts provide)
   • Prompts for common fixed expenses
     • Rent
     • Utilities
     • Internet
     • Insurance
     • Gym Membership
     • Other
   • Prompts for fluctuating monthly expenses
     • Food prompt with estimated options
       • Low cost (conservative food choices, no dietary restrictions, 1-3 times a month eating out)
       • Moderate cost (4-6 times a month takeout, average diet, no dietary requirements i.e. high protein, vegan, etc
       • High cost (frequent takeout, dietary requirements i.e. high protein, vegan, etc)
     • How much do you want to set aside for hobbies, events, etc?
     • How much do you spend on clothing?
     • How much do you spend on personal hygiene and makeup
2. Goal tracker
   • How aggressively do you want to pursue this goal?
     • Based on disposable income, 4 different levels
     • Goal length (weeks, months, years)
     • Tracks where you should be at
     • Has an optional field for where you are actually at