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Personal Finance Planner app

  • How do you manage (keep a track of) your personal finances ?
  • Organize information in Excel ?
  • Using Thrid party tools ? Do you trust them ?
  • Are you comfortable keeping your investment details, insurance details, financial goals in a 3rd party solution ?

We'll I am not !! So, I decided to develop my onw Finance Planner.

Features

Add your investements like: - Fixed Deposits - Mutual Fund SIPs - ULIPs

Define your goals: - Saving money for holiday - For Buying a home - For Higher education

Assign your investments to Goals. Track your current investment value as per your Goal.

Mutual Fund NAV prices are automatically fetched from APIs and the current value of your investment is automatically tracked on daily basis.

Security

The project runs in my personal Google cloud platform account project. So, all the data is within my control and I dont have to share my data with anyone else !

You may also run the project in your personal GCP account and ensure that your sensitive data is not shared with anyone else. The cost of running the project are 0 (Zero).

Architecture

Some constraints that I set for myself while desiging this application: - Zero cost of operations. I didn't want to incur any costs for storage / memory / runtime etc. - Sclabale - Secure: allow access to only logged in user and show data only for the logged in user. - Automation : Focus on coding, dont waste time in deploying and operations

GCP Components

  • App Engine for runtime
  • Pub/Sub for eventing and asynchronous processing
  • Cloud Scheduler (for periodic background jobs)
  • Cloud Functions
  • Cloud DataStore (NoSQL DB for data storage)
  • Cloud Build (for build and deploy automation)

Frameworks

Source Code

Source code