Project finfolio is a personal finance management and analysis system that helps individuals track income, expenses, savings, and investments with Python, PostgreSQL, and interactive Power BI dashboards.

Most personal finance tools in the market depend on third-party integrations such as email parsing, SMS reading, or automatic syncing with bank accounts. While convenient, these approaches often come at the cost of privacy — data is shared across multiple platforms, leaving users with little control over how their financial information is stored or used.

This application takes a privacy-first approach to personal finance management, ensuring that users maintain complete ownership of their data.

The project has the following key objectives and development stages, complexity (user-friendly), and other important details are as follows: