This app is a comprehensive financial coaching dashboard designed to help users manage their finances effectively. It provides tools for budgeting, tracking expenses, analyzing debt, and setting financial goals. Users can input their financial data, including income, expenses, debts, and savings, and receive personalized recommendations based on their financial health. To use the app, users can navigate through various sections, including client management, financial data entry, and goal tracking. They can add new clients, edit existing profiles, and record financial data entries. The app also features a calendar for scheduling appointments and tracking client sessions. The app is built using TypeScript and React, leveraging libraries such as Recharts for data visualization, Zod for form validation, and React Hook Form for managing form state. It utilizes a client-side storage mechanism (localStorage) to persist client data and financial records. Key features of the app include: 1. **Client Management**: Users can create, edit, and delete client profiles, including their financial data and notes. 2. **Financial Data Entry**: Users can input detailed financial information, including income, expenses, debts, and savings, using a structured form. 3. **Budget Analysis**: The app calculates key financial metrics such as debt-to-income ratio, savings rate, and expense-to-income ratio, providing users with a budget health score. 4. **Personalized Recommendations**: Based on the user's financial data, the app generates actionable recommendations to improve financial health. 5. **Visualizations**: Users can view their financial progress through various charts and graphs, including pie charts for expense breakdowns and line charts for financial growth over time. 6. **Goal Tracking**: Users can set and track financial goals, monitor progress, and receive reminders for upcoming targets. 7. **Appointment Scheduling**: The app includes a calendar feature for scheduling client appointments and tracking session history. Overall, this app serves as a powerful tool for financial coaches and their clients, facilitating better financial management and planning.
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Last Updated May 5, 2025