The document proposes creating a financial planning app called MyFinPal that allows users to: 1) Track their finances through a dashboard that integrates with their bank accounts and investments; 2) Analyze their expenses and investments through built-in analytics; and 3) Receive personalized financial planning recommendations from an AI assistant to help them achieve goals like saving for retirement or paying off loans.

1. WE ARE TEAM
HACK O’
HOLIC
CODEFISTA HACKATHON 2.O
Dev Choudhary ・ Anuj Sharama ・ Chain Singh ・ Anshul Vijayvergiya

2. Problem Statement :
Problem Breakdown :
• To determine and manage their financial goals
• Trackers For Their Expenditures, Income And Investment
• Planner for their budgets, loans, savings, retirement etc.
• To Deliver updates and information.
• To educate people about finance .
Create an affordable, user-friendly financial planning tool aimed at helping
individuals define financial objectives, track their expenditures, and establish
budgets. Additionally, this tool should offer information on various financial products
and services, including loans, credit cards, and investments.

3. OUR IDEA
:
To create a Super App for your Financial Management, Planning and Guidance
MyFinPa
l
• A Financial Dashboard to show all your tracking
• An Analytics to analysis your past investments and expenses
• A Dairy To Manually Input your data
• A Library with articles, news and updates about finance
• A Planner to plan all your future goals like vacations, retirement and
loans
• A Chat bot or A.I. to assist you about your next investments and
money related things

4. APP
WALKTHROUGH :
Creation of User account to secure all your data and keep it your self.
Account Creation:
To ensure the utmost security and data confidentiality, users
begin by creating their personal accounts. This safeguards
their financial information, allowing access only to
authorized individuals.
Initial Data Input:
Upon account creation, the app guides users through a
series of questions to establish an initial data framework.
This foundational information lays the groundwork for a
customized and comprehensive dashboard.

5. Automated Data Integration:
Through seamless integration with their
bank accounts and investment portfolios,
users benefit from effortless data
collection. This automation streamlines
the process, ensuring accurate and up-to-
date financial tracking.
Intuitive User Interface:
The app's user-friendly interface is
designed for easy navigation and clear
comprehension. Its simplicity makes it
accessible to users of all levels of financial
proficiency.
Comprehensive Tracking:
Users gain access to a comprehensive
view of their financial status,
encompassing all collected data. This
provides them with a detailed
understanding of their financial health.

6. Manual Entry with Diary Feature:
For added flexibility, the app offers a diary feature, allowing users to manually
input specific financial data. This ensures a complete and accurate
representation of their financial landscape.
AI-Driven Financial Planning:
Leveraging advanced algorithms and machine learning, the app formulates a
variety of tailored financial plans, including retirement, loans, and debt
strategies. These plans evolve over time, adapting to changing circumstances
for maximum real-world viability.
Educational Resources Library:
A vast library of articles and information on diverse financial topics is at users'
fingertips. This resource is seamlessly integrated with a trusted news feed,
delivering updates from authoritative sources such as government platforms
and esteemed financial publications.