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FinTrack

Team Name

Team ATE

Team Members

  • Andrew Shin
  • Sarah Rabah
  • Sahan De Silva
  • Shubh Bhargava
  • Joshua Manners

Project Description

FinTrack is designed to be a comprehensive budgeting and financial management tool tailored for both individuals and businesses. The core objective of FinTrack is to provide users with a clear, intuitive, and efficient way to manage their finances. By leveraging modern technology, FinTrack aims to simplify financial management, enabling users to make informed decisions about their money.

Key Objectives and Features:

  • User-Friendly Interface: FinTrack offers an intuitive and easy to navigate interface that allows users to quickly access and manage their financial data without any technical expertise.
  • Comprehensive Financial Tracking: Users can track their income, expenses, and assets in real time.
  • Budget Creation and Monitoring: Create personalised budgets and monitor adherence to them.
  • Data Visualisation: Provide visual representations of financial data through charts and graphs.
  • Goal Setting and Tracking: Set and track financial goals.
  • Personal and Business Profiles: Support both personal and business profiles.
  • Security and Privacy: Employ robust security measures to protect user data.
  • Integration with Financial Institutions: Sync bank accounts, credit cards, and investment accounts.
  • Web Access: Accessible via web application.
  • Customer Support and Resources: Offer comprehensive customer support and resources.

Future Functionalities (Release 2)

As part of the ongoing development of FinTrack, we are looking to introduce the following functionalities in our next release:

Business Profile Creation and Management

  • Feature: Enable businesses to create and manage profiles, including business-specific financial information.
  • Benefit: Provides businesses with a tailored experience, allowing them to manage their finances in a way that suits their organizational structure.

Cash Flow Forecasting

  • Feature: Forecast future cash flow to aid in financial planning.
  • Benefit: Helps users and businesses plan their finances better by providing insights into future cash flow trends.

Security Implementations

  • Feature: Implement advanced security measures to protect user data.
  • Benefit: Ensures that all financial data is secure, building trust with users and meeting compliance standards.

Payroll Integration

  • Feature: Integrate payroll management for businesses.
  • Benefit: Simplifies payroll processes for businesses, reducing administrative overhead and ensuring accurate payroll management.

Invoice Management

  • Feature: Manage and track invoices.
  • Benefit: Provides businesses with tools to efficiently handle their invoicing processes, ensuring timely payments and financial accuracy.

Department-Specific Data Access

  • Feature: Provide access controls for department-specific financial data.
  • Benefit: Ensures that sensitive financial data is only accessible by authorized personnel, enhancing data security and compliance within organizations.

Note

This project is associated with the University of Auckland SOFTENG 310: Software Evolution and Maintenance.