Personal Finance Dashboard Project
A Personal Finance Dashboard in Laravel to track income, expenses, budgets, savings goals and net worth.
- PHP, JavaScript
- Laravel
- MySQL
- Remote setup included
See the project running first, then pay.
What is the Personal Finance Dashboard?
The Personal Finance Dashboard shows a person's full money picture on one screen. Users add income, expenses, accounts and loans.
Charts show spending by category, budgets warn about overspending, and savings goals show progress. Net worth is calculated automatically. It is built with Laravel, PHP and JavaScript.
Key Features
Main things you can do with the Personal Finance Dashboard.
- Income and expense tracking
- Accounts and wallets
- Budgets
- Savings goals
- Net worth
- Charts and trends
- Bill reminders
- CSV import
Project Modules
The project is divided into these modules. Each one has its own screens and tasks.
1Admin
- Users
- Categories
- Settings
- Reports
2Transactions
- Add
- Edit
- Import
- Search
3Planning
- Budgets
- Goals
- Reminders
- Alerts
4Dashboard
- Charts
- Net worth
- Trends
- Export
What You Get
Everything you need to submit, run and explain the project.
Complete Source Code
Full, working source code with clean folder structure and helpful comments. No locked or hidden files.
Database File
Ready-to-use MySQL database with tables and sample data, so the project runs on day one.
Project Documentation
Full project report in Word and PDF: abstract, SRS, ER diagram, DFD (level 0, 1, 2), use case and class diagrams, screenshots, testing and conclusion.
PPT Presentation
A 15–20 slide presentation for your seminar, review or final viva. Easy to edit with your name and college.
Remote Project Setup
We connect to your laptop with AnyDesk or Google Meet, install everything and run the project for you.
Project Explanation
A simple walkthrough of the code and flow, plus common viva questions, so you can explain it with confidence.
Project Documentation includes
- Certificate, acknowledgement and abstract
- Introduction, problem statement and objectives
- Existing system vs proposed system
- Software Requirement Specification (SRS)
- System design: ER diagram, DFD (level 0, 1, 2), use case and class diagrams
- Module description and screenshots
- Testing and test cases
- Conclusion, future scope and references
PPT Presentation slides
- Title and team details
- Introduction and problem statement
- Objectives
- Existing vs proposed system
- System architecture
- Modules
- Technology used
- Screenshots / demo
- Advantages and future scope
- Conclusion
Tech Stack
| Part | Technology | Used for |
|---|---|---|
| Frontend | HTML5, CSS3, Bootstrap 5, JavaScript | Clean and mobile-friendly screens |
| Backend | PHP, JavaScript (Laravel) | Business logic, login and validations |
| Database | MySQL | Stores users, records and reports |
| Server | Apache (XAMPP / WAMP) | Runs the project on your laptop |
Software and hardware requirements
- Windows 10/11, macOS or Linux laptop with 4 GB RAM or more
- XAMPP or WAMP (PHP 7.4 / 8.x, Apache, MySQL)
- Composer (to install Laravel packages)
- VS Code or any code editor (to read and edit code)
How the Personal Finance Dashboard Works
Login
Admin and users log in with their own account and role.
Daily work
Users add, search, update and view records from simple forms.
Save data
Every action is checked and saved safely in the MySQL database.
Reports
Admin sees dashboards and prints or downloads reports.
Remote Project Setup Guidance
Not sure how to run it? We set up the project on your laptop over AnyDesk or Google Meet. No need to visit us.
-
1
Share your detailsTell us your laptop type (Windows / Mac) and a time that suits you.
-
2
Install AnyDeskInstall free AnyDesk (or join Google Meet) and share the access code.
-
3
We set it upWe install the required software, import the database and configure the web application.
-
4
Test togetherWe run the project in front of you and check every main feature.
-
5
Understand itWe explain the code, flow and database so you are ready for your viva.
- Install XAMPP and start Apache and MySQL from the XAMPP control panel.
- Copy the project folder into
C:\xampp\htdocs\(orhtdocson Mac). - Open
localhost/phpmyadmin, create a new database and import the.sqlfile we provide. - Run
composer install, copy.env.exampleto.envand add your database name. - Open
localhost/project-folderin your browser and log in with the admin details given in the documentation.
Personal Finance Dashboard Images
What You Will Learn
Frequently Asked Questions
Project Details
Available- ProjectPersonal Finance Dashboard
- TypeMajor Project
- CategoryWeb Application
- LanguagePHP, JavaScript
- FrameworkLaravel
- DatabaseMySQL
- DocumentationReport + PPT
- SetupRemote help
- DeliverySource Code + Documentation
