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To address the challenge of efficient financial management, our research project aims to create WebFin, a comprehensive platform for managing personal finances on the web. WebFin seeks to give users the tools they need to manage their finances and accomplish their financial objectives. The project's main goals include aiding financial planning, streamlining investment management, enhancing credit monitoring, and streamlining tax filing and reporting while also focusing on the provision of user-friendly budgeting and cost tracking tools. To provide user centric features and creative modules, the research draws on theories from personal money management, behavioral economics, and user experience design. In this project, the WebFin platform is being designed and developed, user feedback is being considered, and various financial management capabilities are being integrated using web technology. Techniques for data analysis will be used to assess user involvement, satisfaction, and the platform's efficiency in reaching financial objectives.

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Enhancing Financial Literacy and Goal Achievement with WebFin

  • 会议论文

  • 发表日期：

    2025年

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  • Kuldeep Vayadande,
  • Tejas Sarade,
  • Tanishka Pimple,
  • Dream Tejwani,
  • Varun Sahu,
  • Kedar Vartak

摘要

To address the challenge of efficient financial management, our research project aims to create WebFin, a comprehensive platform for managing personal finances on the web. WebFin seeks to give users the tools they need to manage their finances and accomplish their financial objectives. The project's main goals include aiding financial planning, streamlining investment management, enhancing credit monitoring, and streamlining tax filing and reporting while also focusing on the provision of user-friendly budgeting and cost tracking tools. To provide user centric features and creative modules, the research draws on theories from personal money management, behavioral economics, and user experience design. In this project, the WebFin platform is being designed and developed, user feedback is being considered, and various financial management capabilities are being integrated using web technology. Techniques for data analysis will be used to assess user involvement, satisfaction, and the platform's efficiency in reaching financial objectives.