BPN – Your digital ally to organize your personal finances

The Challenge

Keeping real control of personal finances can be complex: multiple expenses, little visibility of savings, disorganized income, and lack of planning. Many users try to get organized but end up losing control because they don't have a clear, simple, and accessible tool to accompany them in their daily lives. The need was specific: to develop an application that would allow anyone to manage their income, expenses, budgets, and savings goals from a single place, in a visual, orderly, and personalized way.

The Solution

We created an intuitive web platform that transforms the experience of managing your personal finances. The system allows you to visualize, classify, and analyze your economic movements with ease, helping you make better decisions and achieve your financial goals. Key features:

• Expense evolution: Monthly, weekly, and daily visualization of your expenses. Automatic classification by categories such as food, transport, leisure, etc.
• Complete transaction history: Detailed record of all income and expenses. Filters by date, amount, or category for quick searches.
• Visual statistics: Pie charts to understand where your money goes. Bar charts comparing income vs. expenses.
• Personalized savings goals: Create concrete objectives (trips, emergencies, large purchases). Visual tracking to see how much is left and how much you've saved.
• Monthly budget: Allocation of amounts by category. Definition of limits and alerts for overspending.
• Comparison between plan and reality: Estimates vs. actual expenses, to adjust and improve your financial management.
• Global financial summary: Main panel with your monthly balance: income, expenses, savings, and progress on goals.

Our Strategy

We focused on simplifying the experience without sacrificing information. The design is intended for real people, without technical knowledge, but with a desire to have control. The platform:

• Automates calculations and categorizations.
• Shows what's important, without overwhelming with unnecessary data.
• Motivates with clear visuals and achievable goals.
• Adapts to different levels of use: from the most basic to the most detailed.

Results

The application is already helping people take control of their finances, build savings habits, and reduce unnecessary expenses. Thanks to its simplicity, visualization, and focus on goals, it becomes a practical, daily, and effective tool to improve your relationship with money.