Business template

Personal Finance Tracker

Budget planner with income/expenses, category breakdowns, and savings goals.

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Personal Finance Tracker template preview built with PromptUI

Who it is for

Individuals and sole traders who want to see where money actually goes.

What it does

  • Categorise income and spending
  • Watch a budget across the month
  • Review trends before tax time

Common in

Personal financeFreelance

The brief we build from

This is the exact instruction PromptUI starts with. You can change every word of it before or after the first build.

Create a personal finance tracker. Include a dashboard with monthly income vs expenses summary, a donut chart for spending by category (Housing, Food, Transport, Entertainment, etc.), a transaction list with add/edit/delete, a budget settings page where users set limits per category with progress bars, and a savings goals section with target amount, current amount, and projected completion date.

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