Balance Tracker
Smart Scheduling & Finance Management
Smart Scheduling & Finance Management
Video walkthrough (in Ukrainian) of the Balance Tracker application, presenting core functionality including scheduling, finance tracking, and client management, along with key UX and business logic decisions.
Update:
Implemented colour-coded sections in the calendar, which significantly improves visual clarity and navigation speed.
I utilised modern UI practices to ensure intuitive navigation and quick editing.
A “Work / Balance” toggle, which allows to switch flexibly between work and personal visit types.
I have ensured that data is displayed conveniently depending on the selected mode
work mode — showing client details, costs and areas worked on;
personal mode — a simplified format without business parameters.
Implementing dynamic logic for visit management: when selecting a time slot in the calendar, users are redirected to visit details with auto-calculated session duration, end time, and cost
Ensuring consistent calculation behavior when creating visits manually (via form), where end time and session cost are automatically derived from selected date, time, and duration
• Implementing financial tracking using Interactive Grid with visual categorization of expenses (e.g., recurring monthly costs highlighted for better readability and analysis)
• Developing Interactive Reports to calculate and display monthly expense totals and net profit, providing clear financial insights for decision-making
• Enhancing visit management through interactive reports with edit/delete functionality and clickable contact links (e.g., phone, Instagram) for faster user actions
Thank you for watching!