Project Overview

This project aimed to assist a client in managing their personal finances by tracking income, spending trends, assets, cash flow (both in local and foreign currency), and net worth. The client had multiple accounts in different currencies, including PKR, USD, GBP, AED, and SAR, requiring the incorporation of daily historical conversion rates. The goal was to provide visual insights into cash flow trends in both local and foreign currencies over time, along with other KPIs. The dashboard needed to be mobile-friendly to allow the client to stay updated on the go.

Project Specifics

  • Real-time data visualization
  • User-friendly interface
  • Customizable widgets
  • Income and spending trend tracking
  • Cash flow analysis for local and foreign currencies over time
  • Dedicated pages for Profitability and Balance Sheet
  • Mobile-friendly design for real-time updates on the go

Data Integration

The project integrated data from multiple sources, including:

  1. Google Sheets (for transaction categorization)
  2. APIs for stock data, crypto data, and daily conversion rates

We used tools like Python to fetch and process data from various sources, ensuring seamless integration and accurate visualization in Power BI.

User Experience

The dashboard offers an intuitive and user-friendly experience, making it easy for the client to navigate and analyze data. The design is clean, accessible, and visually engaging, providing clear insights at a glance. The mobile-friendly design ensures that the client can access up-to-date information anywhere, anytime

Technology Stack

The technologies and tools used in the development include:

  1. Programming Languages: Python, SQL
  2. Data Visualization: Power BI
  3. DataManagement: Google Sheets

Security and Compliance

We ensured data security and compliance with relevant regulations. The data integration process included secure handling and storage protocols, maintaining the confidentiality and integrity of the client's data.

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Conclusion

The Personal Finance Management Dashboard project was a success, providing the client with valuable insights and financial tracking capabilities. Future updates will include additional features and enhancements to further streamline data tracking and analysis.

Get in Touch

Are you struggling with managing your financial and advertising data? Let us simplify it for you. Contact us at info@books-advisor.com for assistance.

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