Excellence Finance

Excellence Finance: Personal Finance Management App

Excellence Finance is one of the most happening and upcoming startups out there in the finance space and this app is their MVP. The Excellence Finance app lets users perform complete financial planning, set monthly/yearly budget goals, take part in finance lessons and much more right from the app.

Time

5 Months

Team

2 Members

Platforms

React Native GraphQL

Type

Personal Finance App

Industry

Finance Industry

IDEA

Build a Comprehensive Personal Finance App for Younger Earning Users with Limited Financial Literacy and Proficiency

The idea was to create a comprehensive personal finance management solution in the form of an app for newer earning users with meagre financial literacy and very little finance journey management experience. The goal was to create an experience that should be simple yet comprehensive and be able to help the user track and manage every aspect of their financial journey.

CHALLENGE

Coming Up with A Simple Yet Comprehensive Personal Finance Tracking and Management Solution in The Form of a Very Responsive App

The primary challenge was to accommodate every important aspect of personal finance management in the form of an app that lets users manage and track their finances monthly or yearly and create budgetary goals for their financial journey and keep track of all of that with a comprehensive dashboard control all the while keeping the experience easy without a steep learning curve.

SOLUTION

A One-Of-A-Kind Comprehensive Personal Finance Tracking And Management App With Budget, Goals Creation Capabilities

A comprehensive personal finance management app with an intuitive UI/UX and user experience that allows newer earning users to keep track of their entire monthly/yearly finances, along with the ability to set finance goals for them and track existing goals and also keep track of every aspect of their finance journey and even take part in finance literacy sessions.

What they said is all that matters to us!

Jean

Excellence Finance

We were over the moon with the kinda execution this company brought to the table. best part is not just their attention to small details but actual emphasis on testing the app and real reviews and taking extra care to make the user journey easier. Nd of course they do know aesthetics

Comprehensive and Intuitive UI/UX Features Taken into Consideration

Personalised Goals

Personalised goal creation and tracking with the ability to set goal reminders and make unlimited edits to goals and track progression changes over a period.

Monthly/Annual Budget Maker

Create monthly/yearly budgets based on different income, investment parameters and add an infinite number of expenses to set budgets for realistic budget accomplishment tracking.

Single Dashboard Insight Management

A single intuitive dashboard to help users view important finance-related insights all in one place that allows the ability for micro/macro finance management.

Multilingual Support

Platform-wide multilingual support for French (attributed to the French origins of the Startup and keeping in mind the native language of the userbase) and English, which allows for finance tracking and management in either language.

Tech Stack

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