Personal finance management and budget application

Ching, Calvin Kai Xuan (2025) Personal finance management and budget application. Final Year Project, UTAR.

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Abstract

With the growing complexity of modern financial systems, it has become essential for individuals to manage their personal finances wisely to stay informed and in control of their financial activities. While many finance-related mobile apps exist, most lack the comprehensive features needed for complete and flexible money management. This project, titled "Personal Finance Management and Budget Application," addresses this gap by offering a complete and user-friendly mobile platform for personal finance management. The application enables users to manage a variety of financial tasks, including adding income, expenses, and transfers, handling multiple accounts, setting budgets, and categorizing transactions into customizable categories and subcategories for both income and expense types. The app supports full CRUD (Create, Read, Update, Delete) operations for transactions, accounts, categories, subcategories, and budgets. To help users stay within their budgets, the app incorporates a built-in notification system that alerts users when their spending in any category reaches the predefined limit. Financial reports, presented via pie charts, bar charts, and line graphs, provide users with a visual representation of their spending habits and financial progress. Additionally, users can easily back up or transfer their data through JSON file imports and exports. A standout feature of the app is its ability to suggest categories and subcategories based on the transaction note, speeding up data entry. The receipt scanner, which reads transaction details from images of receipts, further enhances efficiency by automatically filling in important information. The app is developed using Flutter for mobile interfaces and SQLite for local data storage, offering a clean and intuitive user experience. With this app, users are empowered with the tools they need to better manage their finances, stay organized, and cultivate positive financial habits.

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