Budgeting And Investment Tool With Automation

This tool is named BudFi which is mix of two words: Budget and Finance. Basic description and how does it work- This was built keeping in mind the young generations struggling to track their finances. In this tool the user can log in via auth process and set up his/her account by providing the basic information like name, age, profession, source of income etc. The user can also add more than one source of income in the account. Then the user have to give details of the monthly expenses which are static every month so that they can be automatically deducted every month from the total income.

After setting the account the user have to set the automatic deduction date so that the bank account of the user can work by syncing the amount shown in the tool. After all the setting in the account section the user can now add the daily expenses on the dashboard on daily basis and the amount will be deducted from the remaining amount as per the expenditure.

The tool also have a module for investment tracking and making investment in the stock market. By using the appropriate API this module can be live and the user can simultaneously track their investment, make investment in stocks and track their monthly budget. All at one place. The user also able to download the pdf version of the total expenditure made for any particular month if he wants.

Pricing model- Currently the tool is free to use but it can make revenue on subscription models which allow its users to pay monthly or yearly basis. The necessary payment gateway integration will be provided during delivery of the tool. User can easily charged $4.9 per month or $49 per year which will attract them for its low price.

Ideal buyers- Any financial firms or small to medium agencies are ideal for this tool to acquire and generate Revenue from day one.

The following Tech stacks were used for building this tool-

Vite + TypeScript for a fast, modular, type-safe frontend. Tailwind CSS for responsive and efficient UI design. Supabase (PostgreSQL + Auth) for user accounts, database, and backend logic. PostCSS for CSS processing and optimization. ESLint for standardized, clean code. Node.js (npm) for package and build management.