All projects

Walkthrough

Inside Financial Planner OS

The production build running with a fictional sample profile, a 24-year-old part-time student renting in Alberta, so every module has real numbers to work with.

Financial Planner OS

1. 01Home baseNet worth by type, a health score, the savings rate and the next step in the plan, recalculated as the profile fills in.
2. 02A plan built in orderEleven stages, from defining what the money is for through emergency fund, goals, tax and estate planning to an annual review. Each one unlocks the next.
3. 03Where every dollar goesIncome flows into essential expenses, savings, debt and what's still unallocated, so the gaps are visible at a glance.
4. 04The time machineProjections from today to retirement under three scenarios, with a sandbox to test changes like extra monthly investing.
5. 05What-if plannerMove the levers for income, expenses, return and time, and the projected net worth updates as you drag.
6. 06Canadian tax roomUnused TFSA, RRSP and FHSA room in one place, with strategies to work through and track.

Previous1 of 6Next

The profile is fictional. Its income, balances and goals were made up for this walkthrough.

1. 01 Problem

   Personal financial planning is spread across calculators, spreadsheets and notes that don't talk to each other, so it's hard to see how today's decisions add up over years.

2. 02 Approach

   Put each part of a plan in its own module and connect them: cash flow, goals, savings buckets, a timeline, tax planning, risk protection, a journal and a yearly review.

3. 03 Implementation

   A Next.js app backed by Supabase, wrapped in a native Windows shell with Tauri. The desktop build bundles a portable Node runtime as a sidecar so the full app runs locally, ships as a silent NSIS installer, and uses Tauri plugins for notifications, window state and updates.