TrueBalance Planner is a web-based financial planning application designed to help users organize debt obligations, evaluate payoff strategies, visualize progress, and create realistic paths toward financial freedom.
Many consumers struggle to visualize debt payoff timelines, prioritize balances, and understand the long-term impact of interest rates.
Create an easy-to-use planning tool that transforms debt data into actionable payoff strategies.
| Requirement ID | Requirement | Business Value |
|---|---|---|
| FR-001 | Add debt accounts | Allows users to centralize debt obligations. |
| FR-002 | Calculate payoff timeline | Helps users understand payoff duration. |
| FR-003 | Compare payoff strategies | Supports Snowball and Avalanche decision-making. |
| FR-004 | Track balances and payments | Shows progress over time. |
| FR-005 | Generate charts | Makes debt reduction visually understandable. |
| FR-006 | Import CSV data | Supports faster setup and repeatable data loading. |
| FR-007 | Export or backup data | Supports user control and portability. |
Track balances, APR, minimum payments, due dates, and account details.
Supports Snowball and Avalanche payoff methodologies.
Displays payoff progress, total debt, remaining balances, and strategy insights.
Visualizes debt reduction, payment progress, and payoff trends.
Supports CSV-based data handling, backup, and portability.
Responsive interface designed for desktop and mobile use.
| Test Area | Validation Focus | Status |
|---|---|---|
| Debt Calculations | Confirm payoff totals, balances, and projected timelines | Passed |
| CSV Import | Validate file structure, field mapping, and error handling | Passed |
| Mobile Layout | Confirm responsive display across screen sizes | Passed |
| Data Persistence | Confirm saved user data behaves as expected | Passed |
| Chart Rendering | Confirm charts update when debt inputs change | Passed |
| Navigation Flow | Confirm tabs and major workflows are accessible | Passed |
Screenshot Coming Soon
Screenshot Coming Soon
Screenshot Coming Soon
Designing financial tools requires balancing analytical accuracy with usability. This project reinforced the importance of requirements gathering, iterative testing, user-centered design, data visualization, and clear decision-support workflows when creating tools that help users make financial decisions.
View the working TrueBalance Planner application and explore the live debt planning workflow.
Launch TrueBalance Planner