web developmentFiverr Client

PFT — Personal Finance Tracker

Django-based personal finance and tax compliance platform for Bangladesh. Income tracking, budget planning, savings goals, and NBR-compliant tax return filing.

A full-stack Django web application for managing personal finances and tax compliance in Bangladesh. Multi-app architecture with 7 Django apps: authentication (email + phone login), income/expense tracking with auto-categorization, budget planning (monthly/weekly/yearly/custom) with variance analysis, savings goals with progress tracking, asset and liability management, investment tracking including Sanchayapatra government savings certificates with interest calculations, and a comprehensive tax return filing system compliant with NBR (National Board of Revenue) regulations. Tax engine handles progressive tax slabs with gender-specific exemption limits, minimum tax by zone, rebate calculations, and source-of-funds validation. Dashboard provides Chart.js visualizations. PDF (ReportLab) and Excel (OpenPyXL) export for reports and tax documents. Deployed on Render with Docker, PostgreSQL, and Gunicorn.

Tech Stack / Built With

Python 3.11
Django 5.2
PostgreSQL
Bootstrap
Chart.js
ReportLab
OpenPyXL
Docker
Gunicorn
WhiteNoise

Key Features / What It Does

Income/expense tracking with auto-categorization

Budget planning with variance analysis (monthly, weekly, yearly, custom)

Savings goals with progress tracking

Asset, liability, and investment management (Sanchayapatra certificates)

NBR-compliant tax return filing with progressive slab calculations

Gender-specific tax exemption limits and minimum tax by zone

Tax rebate calculations and source-of-funds validation

PDF and Excel export for reports and tax documents

Multi-user auth with email + phone login

Chart.js dashboard with financial analytics

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