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Project 01/Live demo ready

Finance Manager

Finance Manager is a personal finance app for tracking money across cash, bank and wallet accounts. It runs on Android, iOS and the web. You can keep separate personal and business profiles, record income, expenses, transfers and loans, and see who owes you or whom you owe. A secure phone-based sign-in with PIN protection keeps your data private. Everything is organised in one clean dashboard, so you always know where your money stands.

01 / A CLOSER LOOK

See the pieces in place.

Illustrative concept screens
Illustrative workspace overview with project progress and recent activity

01 / THE BIG PICTURE

Everything in view.

See projects, progress, and recent updates together. A clear overview keeps the next step close and the bigger picture in sight.

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02

What brings it together

Secure Phone Sign-In

Register and sign in with your phone number using OTP verification, with password, PIN, or OTP sign-in flows. Set a 4-digit PIN as an app lock for extra protection. Tokens are stored securely on your device, so your financial data stays private.

Multiple Profiles

Create separate Personal and Business profiles and switch between them easily. Each profile keeps its own accounts, contacts, categories and transactions, with owner and business details. Choose a default profile so the app opens where you work most.

Multi-Account Management

Track Cash, Bank and Wallet accounts in one place. Each account has its own currency and a live balance, and you can reorder accounts to suit your routine. See the total picture of your money at a glance.

Dashboard Overview

A clear dashboard summarises your balances and recent activity, so you can see your financial position the moment you open the app. Move between accounts, transactions, contacts and categories with simple tab navigation.

Income, Expense and Transfers

Record income and expenses in seconds, or move money between your own accounts with transfers. Transactions support confirmed or pending status, and cross-currency transfers are handled too. Browse your full history with search and filters.

Contacts and Loan Tracking

Save people and businesses as contacts shared across all accounts in a profile. Record loans given and loans taken, and the app keeps a running balance of what each contact owes you or what you owe them. Archive contacts you no longer need.

Custom Categories

Organise spending with ready-made system categories or create your own with custom icons and colours. Categories help you see where your money goes, and you can archive unused ones to keep your list tidy.

Receipt Attachments

Attach up to five images to a transaction, such as receipts, invoices or proof of payment. Keeping evidence next to each entry makes it easy to check, reconcile and settle disputes later.

Multi-Currency Support

Set a different currency for each account and move money between them. Cross-currency transactions are supported, which suits travellers, freelancers and anyone who earns or spends in more than one currency.

Recurring Bills and Quick Templates

Set up monthly, quarterly or yearly bills with estimated amounts, linked contacts or accounts, and reminders. Save frequently used transactions as templates for fast entry. Both are part of the Finance Manager platform.

Cross-Platform Experience

Built with React Native and Expo, the mobile app runs on Android, iOS and the web from one codebase. It connects to the Finance Manager API, which also powers the web app, so your data stays consistent on every device.

Demos are ready

Like where this is going?

Watch the video, browse the slides, then request a demo meeting โ€” someone from our team will demonstrate it live and answer your questions.