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I’m planning to launch a full-featured personal finance solution that works seamlessly on the web as well as on both iOS and Android devices. At its core, the product must give users a clear, real-time picture of their money through: • Expense tracking that auto-categorises transactions but still lets people adjust categories manually. • Budget planning with flexible envelopes or zero-based methods so users can set monthly goals and receive prompts before overspending. • Investment tracking that pulls holdings and performance data into the same dashboard for a unified net-worth view. To make the experience truly automated, I need secure bank account integration (Plaid or a comparable API), credit-score monitoring pulled from an established bureau, and the option for users to export data straight into leading tax software. Data must sync instantly across devices, and dashboards should update without manual refreshes. Deliverables 1. Responsive web app (React, Vue, or similar) with an intuitive analytics-style dashboard. 2. Native-quality mobile apps for both iOS and Android—ideally from a single codebase (Flutter, React Native, or comparable). 3. Backend with user auth, encrypted data storage, and the third-party service connections mentioned above. 4. Basic analytics and crash reporting wired in so I can see real usage and stability metrics. 5. Handover package: source code, build instructions, and a brief walkthrough video. Acceptance criteria • Successful connection to at least two live banking sandboxes, a credit-score test account, and a tax-software sandbox. • Clean installs build without errors for iOS (latest iPhone) and Android (latest Pixel). • All three core features display correct, synced data across web and mobile in under five seconds on standard Wi-Fi. If you’ve shipped finance or fintech products before, especially with secure API integrations, I’d love to hear how you’d approach this build and a rough schedule for an MVP.
Project ID: 40609881
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147 freelancers are bidding on average ₹59,647 INR for this job

Given your need for a personal finance app and web dashboard, my team at CnELIndia is the perfect fit for your project. With two decades of experience in the industry, we have consistently delivered top-notch solutions that meet varied client requirements, just like yours. Our proficiency in PHP, WordPress, WooCommerce, and data scraping will prove invaluable in creating a robust bank account integration system. Our expertise in React Native ensures that we can develop native-quality mobile apps for both iOS and Android from a single codebase, achieving excellent performance and cross-platform consistency. Moreover, our skills extend to creating responsive web apps that perfectly align with your analytics-style dashboard requirement. We fully understand the significance of data security and strive to protect user information at all times. Additionally, our familiarity with relevant APIs such as Plaid means we can seamlessly integrate credit-score monitoring systems into your app. We pride ourselves on not only meeting but exceeding client expectations. Choose CnELIndia for unparalleled expertise and an unwavering commitment to delivering exemplary results.
₹56,250 INR in 15 days
9.1
9.1

Hello there, I will deliver your personal finance MVP: a React web dashboard with real-time analytics, a Flutter mobile app for iOS and Android, and a secure backend connecting Plaid sandbox accounts, credit score monitoring, and tax software export. All three surfaces will sync transaction data and net-worth views in under five seconds. On a recent fintech build, wiring Plaid webhooks directly to the categorization engine eliminated the manual refresh problem entirely. I will set yours up the same way. Questions: 1) For budget planning, do you want envelope-based, zero-based, or both methods available at launch? 2) Do you already have a Plaid developer account, or should I set up the sandbox credentials from scratch? Share your preferred tech stack priorities and I will map out an MVP milestone plan by tomorrow. Looking forward to potentially working together. Thanks, Kamran
₹41,548 INR in 13 days
8.7
8.7

Hello, I checked your "Personal Finance App & Web Dashboard" project and it looks like understanding the existing workflow will be important before making any changes. I've worked on similar PHP projects involving php, mobile app development, android, html, web development, react native, flutter, api integration and prefer delivering work in small milestones so everything stays easy to review and adjust if needed. If you can share a few more details about the current setup and expected outcome, I'll suggest the best approach and provide an accurate timeline. ⭐ 5.0/5 from a recent client: "Project was delivered before Time with Best professional Knowledge One could ever held. Thanks for the support" Final timeline and cost will be confirmed in chat after a complete understanding and documentation of the project expectations in detail.
₹45,000 INR in 10 days
8.0
8.0

<<<< Personal Finance Web & Mobile Application Development >>>> I can build a secure, scalable fintech platform with web and mobile apps, real time financial insights, and seamless third party integrations. Approach: → Build a finance dashboard with expenses, budgets, investments, and net-worth tracking. → Develop cross platform iOS/Android apps with real-time data sync. → Create secure backend, banking APIs, credit-score, and tax integrations. → Add analytics, testing, documentation, and complete handover. Flow: Architecture → UI/UX Design → Web & Mobile Development → API Integration → Security Testing → Deployment & Handover Let's connect Thanks.
₹56,250 INR in 18 days
8.3
8.3

Hello, I’d be glad to help you build your full-featured personal finance platform across web, iOS, and Android. The MVP can include automated expense categorization with manual overrides, flexible budgeting and overspending alerts, investment and net-worth tracking, secure bank integrations, credit-score integration, tax software data export, analytics, and crash reporting. I’ll also ensure the architecture is designed for reliable syncing across all platforms and meets your performance and security expectations. Browse portfolio for work samples: https://www.freelancer.com/u/iquallinfo 15 Years experience 1200+ Projects 300+ Satisfied clients Available 9 hours per day Available Fulltime Dedicated -- Which credit bureau and tax software platforms do you want to integrate with? -- Which countries/regions should be supported initially? I’m ready to start quickly and would be happy to discuss the project scope, milestones, timeline, and budget. Thank you.
₹37,500 INR in 7 days
7.9
7.9

Hello, I have 10 years of experience building secure SaaS, web, and mobile applications with complex API integrations. For a finance platform like this, I recommend React for the web dashboard, React Native for iOS and Android, Node.js with REST APIs for the backend, and PostgreSQL for reliable, scalable data management. This stack enables a unified codebase, excellent performance, and faster feature delivery. My approach would focus on secure authentication, encrypted data handling, seamless integrations with banking, credit-score, and tax APIs, real-time synchronisation, responsive dashboards, and a clean, maintainable architecture. I prioritise secure coding practices, performance optimisation, scalable APIs, and a smooth user experience across all devices while ensuring the platform is easy to extend as new financial services are added. I'd be happy to discuss the MVP roadmap and the best implementation strategy for your platform. Best regards
₹37,500 INR in 7 days
7.1
7.1

With over 8 years of experience and a deep understanding of Full Stack Development, I am confident that I can deliver an extraordinary personal finance solution. Having embarked on similar projects on various platforms like React, Vue, Flutter, Android, and iOS, I am well versed in optimizing user interaction on any device. My vast experience includes successful API integrations and building enterprise-grade apps with smooth data synchronization across platforms. I understand that security is paramount in managing people's finances. As a seasoned developer, I have always ensured the highest level of data encryption and secure storage to protect sensitive information like those handled in the financial industry. Furthermore, my knowledge of Plaid and other comparable APIs will benefit you greatly in implementing seamless banking synchronization as well as credit-score monitoring from established bureaus.
₹57,500 INR in 7 days
6.5
6.5

HI I can build a secure, cross-platform personal finance platform with a responsive web app and Flutter mobile apps. Features include expense tracking, budgeting, investment dashboards, Plaid integration, credit-score monitoring, tax export, encrypted backend, and real-time sync. I'll deliver scalable code, documentation, testing, deployment support, and an MVP with clean UI, analytics, and post-launch assistance. Lets connect Thanks ALOP
₹37,500 INR in 7 days
6.5
6.5

Hi, I can build your cross-platform personal finance solution using React for the web, Flutter for iOS/Android, and a secure backend with encrypted data storage and real-time sync. The MVP will include expense tracking, budgeting, investment dashboards, Plaid integration, credit-score and tax software APIs, analytics, crash reporting, and complete source code with documentation and handover. I'd be happy to discuss the architecture, API integrations, and provide a realistic MVP timeline based on your priorities.
₹56,000 INR in 7 days
6.4
6.4

I can create a responsive web app with an intuitive dashboard, ensuring secure bank account integration using Plaid. My first step will be to outline the architecture and confirm the specific APIs needed for banking and credit-score monitoring before starting development. Based in Toronto, Canada, I work efficiently and maintain open lines of communication throughout the project.
₹37,500 INR in 7 days
6.6
6.6

Hi there, I'm a full-time Full Stack developer with 8+ years of experience building secure web and mobile applications using React, Flutter, Node.js, and modern cloud technologies. I have experience developing finance, business management, and data-driven applications with complex third-party API integrations, and I'm ready to start your project immediately. I've reviewed your requirements and understand that you're looking to build a complete personal finance platform that works seamlessly across web, iOS, and Android while providing users with a real-time view of their finances through expense tracking, budgeting, investment monitoring, and secure financial integrations. I would recommend React for the web dashboard, Flutter for the mobile applications, and Node.js with PostgreSQL for the backend. I'll integrate Plaid (or a suitable alternative) for secure banking connections, implement encrypted user authentication and data storage, synchronize information across all devices in real time, and build an intuitive analytics dashboard that is fast, responsive, and easy to use. Let's connect to discuss and start the work. Thanks Pavan
₹42,000 INR in 20 days
6.1
6.1

Hello Sir/Madam, I agree with NDA and we can assist you as a partner to do the complete development. We are a team of senior AI ML Full Stack Web and Mobile App Developers. Please, send me a message to discuss the work and finish in no time. Thanks Ashish Kumar.
₹56,250 INR in 7 days
5.7
5.7

As a seasoned professional with over 9+ years of experience in web and mobile development, I'm highly skilled in the very technologies you need for this project – Android, Flutter, HTML5, Mobile App Development, PHP, React Native and Web Development. My company is built on a foundation of providing bespoke IT services that can turn any idea into reality. And you know the best part? We deliver top-notch products cost-effectively! Having dabbled extensively with secure API integration before, I understand the crucial role seamless connectivity plays for apps of this nature. Our deep understanding of front-end and back-end work means that we can build you a responsive web app with an intuitive analytics-style dashboard that will sync seamlessly across devices. Moreover, our expertise in Flutter and React Native development ensures native-quality mobile apps for both iOS and Android – giving your users the best possible experience. Lastly, we believe in establishing long-term relationships with our clients which is why we provide free support for 3 months post-delivery. Plus, our domain and hosting services are known for their affordability and reliability. Overall, we’ll offer you an effective cost-to-value balance
₹56,250 INR in 7 days
5.6
5.6

Dear Sir, I hope this message finds you well. I am a Full-Stack Developer with 8+ years of experience in Flutter and Laravel, specializing in building high-performance mobile applications and scalable web solutions. I have extensive expertise in developing cross-platform applications with Flutter and robust backend systems, RESTful APIs, and web applications using the Laravel framework. My experience includes clean architecture, state management, responsive UI/UX, database design, authentication, payment gateway integration, third-party API integration, and performance optimization. I focus on writing clean, maintainable, and scalable code that delivers reliable and efficient solutions. I can complete your project within the agreed timeframe and budget. Having worked on a wide range of mobile and web projects, I am confident in my ability to deliver a high-quality solution that meets and exceeds your expectations. Please let me know if you would like to discuss your project further. I would be happy to chat and answer any questions you may have. Best regards.
₹37,500 INR in 7 days
4.9
4.9

As an accomplished and experienced developer, I have a deep understanding of the complexities involved in building robust financial applications. My extensive skill set includes API integration, mobile app development, web development, among others that align very neatly with what you are requesting for your Personal Finance App & Web Dashboard project. I'm well-versed in technologies like PHP, Laravel, JavaScript, React.js, which would be critical for building a responsive web app with an intuitive dashboard like you described. Furthermore, my track record in designing and delivering high-quality digital products is proven. I've worked with numerous startups and growing businesses, many of which demanded secure third-party integrations such as banking APIs or credit-score monitoring systems - exactly like you require. My meticulous approach to architecture and automation ensures that the products I create run efficiently over extended periods and continue to scale with the growth of the business. Finally, clarifying the strategy and executing it effectively is another forte of mine - traits that matter especially when working on complex projects like yours. With my skills and past experience in similar domains, I believe I am well-equipped to ensure successful connections to live sandboxes while maintaining encrypted data storage and synchronized display across devices effortlessly.
₹40,000 INR in 5 days
4.8
4.8

Hello, I just finished reading your brief for "Personal Finance App & Web Dashboard", and I'm genuinely excited about the chance to work on it. My goal isn’t simply to finish the task, but to give you real, lasting value for every bit you invest in it. From your brief I can see this involves android, ios, flutter — all areas we handle in-house. We specialise in PHP, Mobile App Development, Android, HTML, which lines up directly with what you need. How we'd approach it: - Finalise the screens, user flows and feature list with you - Build smooth, native-feeling UI with clean, maintainable code - QA on real devices, then prepare and ship to the store(s) - Post-launch support and iteration once you’re live I also noted you don’t need manual refreshes — that’s clear, and I’ll keep the work clean and strictly on-brief. Expect smooth progress updates throughout, full respect for your specifications, and zero surprises along the way. Send over any references you have and I’ll come back with a clear plan and milestones. Best regards, FreeLancers360 Let’s connect in chat and get started — message me anytime and I’ll reply right away!
₹37,500 INR in 5 days
4.7
4.7

Drawing from my experience at Dlite Info Tech, I can confidently say that delivering high-quality finance and fintech products while integrating APIs securely has been a hallmark of my work. To make your personal finance app not just functional but exceptional, I'll leverage on top-notch web and mobile development skills in React, PHP and mobile application languages like Flutter and React Native. From an intuitive expense tracker that auto-categorizes transactions or allows manual adjustments to budget planning with flexible envelopes or zero-based methods, my solution will not only meet your requirement but also exceed users’ expectations. Furthermore, I will ensure a smooth experience for investment tracking, utilizing unified net-worth view by integrating third-party services like Plaid for bank account integration, established bureau for credit-score monitoring, and export option for leading tax software. Ultimately, choosing me is choosing peace of mind; it's choosing a partner who delivers results rather than empty promises. With Dlite Info Tech Pvt Ltd on your side, we don't just pursue innovation but ignite growth-based solutions. So let's transform your tech dream into reality and build something extraordinary together!
₹57,400 INR in 7 days
4.6
4.6

Hi, I'm a Flutter/Dart developer with hands-on experience building and shipping production apps across fintech, healthcare, education, and travel — currently live on both Play Store and App Store. A few examples from my portfolio: • Finnov & MinePay — fintech/payment apps with secure transactions and clean UX • PrayagEdu — school management app (Android + iOS) handling student/parent/teacher workflows • SNAH Caregiver & SNAH Users — dual-app healthcare ecosystem connecting caregivers with patients • MedNob AI & Jepluse — medical/health apps with AI-assisted features • Thatzal & Thatzal Trip — travel and trip-planning apps with booking flows • GetOurStay — property/stay booking platform • Lisners & Lisners Therapist — dual-sided therapy/audio platform for clients and therapists Across these projects, I've handled end-to-end development: clean architecture, state management (Bloc/Provider/GetX/RiverPod), REST/Firebase integration, push notifications, payment gateways, and smooth deployment to both Play Store and App Store. I focus on writing maintainable, scalable code and communicating clearly throughout — regular updates, honest timelines, and no surprises. I'd love to understand your project requirements in more detail and share how I can bring similar quality and reliability to your app. Happy to start with a quick call or share more code samples/case studies. Looking forward to working together. Best regards, Kishore Patidar
₹40,000 INR in 20 days
4.8
4.8

Hi, We can help you develop a complete personal finance solution with web and mobile applications, secure integrations, and a scalable backend architecture. Our team specializes in building fintech-style platforms with dashboards, API integrations, authentication, data security, and cross-platform mobile development. We will deliver: • React/Vue-based financial dashboard • Flutter/React Native iOS and Android apps • Secure backend with encrypted data storage • Banking, credit score, and tax software integrations • Real-time synchronization and analytics tracking • Complete documentation and source code handover We focus on performance, security, and maintainable architecture required for financial applications. Let’s create a reliable finance platform that delivers a seamless experience across every device.
₹50,000 INR in 15 days
4.7
4.7

You're building more than an expense tracker—this is a fintech platform where secure integrations, reliable synchronization, and a scalable architecture are just as important as the user experience. The core challenge is combining banking, budgeting, investments, and third-party services into a single, responsive ecosystem while keeping sensitive financial data secure. I'd approach this with a shared backend powering both a responsive web dashboard and cross-platform mobile apps built from a single codebase. The backend would handle authentication, encrypted data storage, bank aggregation, investment synchronization, credit-score integration, tax export, and real-time updates across devices. The budgeting engine would support customizable envelopes or zero-based budgeting, while transaction categorization would allow automatic classification with manual overrides. Analytics, crash reporting, and API integrations would be designed as modular services so additional providers can be added as the platform evolves. Given the number of external integrations, I'd recommend delivering the project in milestones, validating each banking, credit, and tax integration independently before moving to production. One question: which countries do you plan to launch in first, since the available banking APIs, credit bureaus, and tax software integrations depend heavily on the target market?
₹37,500 INR in 9 days
4.2
4.2

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