My Finance Coach

My Finance Coach

The Brief

My Finance Coach is a financial management app that aims to help users improve their overall financial well-being. The app offers a range of financial tools and insights to empower users to make better financial decisions. By integrating their bank accounts and analysing their financial data, users can gain insights into their financial health and take control of their finances.

Objective

The primary objective of My Finance Coach was to develop an app that would provide users with the tools and insights they need to manage their finances effectively. The app needed to be user-friendly, with a simple and intuitive interface that would allow users to easily integrate their bank accounts and track their income and expenses. The app also needed to be available on multiple platforms, including the Web, iOS, and Android, to reach the widest possible audience.

The Technologies

Framework

My Finance Coach was developed using VueJS and PHP as the primary frameworks. VueJS was chosen because of its ability to provide a scalable architecture for building user interfaces. PHP was used to create the REST API services, providing a robust foundation for backend development.

Database

A managed MySQL database was used to store user data, which was hosted on Digital Ocean. The database provided the necessary level of security and scalability for handling the user's sensitive financial information.

Services

The app used several third-party services to provide additional features and functionality, including Stitch.io for analytics, the Trans Union Credit API for credit reporting, Uploadcare for CDN, Cloudflare for networking, a firewall, and rate-limiting, and Box.com for storing and retrieving data.


The Process

Requirements
& Analysis

The first step in the process was to identify the requirements for the app, which included providing a secure and user-friendly platform for users to manage their finances. An analysis of the market was conducted to determine the best features to include, such as integrating with bank accounts, providing financial tools, and offering credit reporting.

Resource
Planning

Once the requirements were identified, a resource plan was developed that included the necessary staff, technologies, and tools needed to complete the project within the set timeline and budget.

Frontend & Backend Development

The development phase involved building the front-end and back-end of the app using VueJS and PHP, respectively. This was done in an agile environment, which allowed for continuous feedback and updates from stakeholders.

Testing

To ensure the app met the necessary quality standards, it underwent rigorous testing, including functional testing, performance testing, and security testing. This was done to identify and fix any bugs or issues that arose during development.

Deployment

After testing was completed, the app was deployed on Digital Ocean, with load-balancing on demand for scaling purposes. The app was then published on the App Store and Google Play Store for iOS and Android users, respectively.

Maintenance & Updates

Once the app was launched, it entered the maintenance and updates phase, where the app was monitored for any issues or bugs that may arise and updates were made as needed to keep the app up-to-date with the latest technologies and features.

Project Description

Tier 1 - User frontend tier for onboarding 

This tier provided the user interface for users to onboard themselves and manage their accounts. It included features such as bank account integration and financial tools to help users manage their finances.

Tier 2 - User dashboard

This tier provided the backend for managing user data, including storing and retrieving user financial information.

Tier 3 - Admin Portal

This tier provided the backend for managing the app, including managing user accounts, tracking app usage, and monitoring app performance.

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