Overview
A single screen that takes over the manual work of the monthly table
Each month presents its Expense, Income, Investment, and Asset blocks with total rows at a glance; total expense, total income, net, and asset value are calculated automatically.
A credit card statement is split into its sub-expenses, installment and loan plans carry into later months on their own, and recurring items are suggested every month; purchase cost is compared with current value across gold, currency, BIST stocks/funds, and crypto to show profit and loss.
Outcomes
Value delivered
- The monthly table kept by hand in Excel and notebooks was moved into a single app that does the calculations itself.
- Automating installments, loans, and recurring items reduced the data entry repeated every month.
- The cost, current value, and profit/loss of assets and investments became trackable in one place.
- Web and mobile clients deliver an equal experience by sharing the same design system and the same backend.