Optimized Financial Management Prompt for Website Development

I would like to create a financial management website that helps users manage their personal finances by retrieving and sorting receipts from their email, analyzing spending patterns, and displaying detailed financial insights. The site will offer a comprehensive dashboard with visualizations, budgeting tools, personalized savings recommendations, and future expense predictions to help users optimize their spending, track their financial goals, and make better financial decisions.

Key Features:

Data Visualization: Graphical representations of spending trends, savings goals, and budget breakdowns in charts and graphs.

Alerts for Unusual Expenses: Notifications for abnormal spending patterns with customizable alerts based on categories (e.g., food, entertainment).

Savings Recommendations: Smart recommendations to help users save money, reduce spending, or switch to cost-effective alternatives.

Cash Flow Calculation: Display user cash flow with details on income and spending patterns.

Support for Multiple Currencies: Currency conversion features and financial data in the user’s preferred currency.

Personal Budget Management: Track expenses against personal budgets and receive suggestions to stay within limits.

Integration with Financial Platforms: Sync with PayPal, bank accounts, and financial apps to retrieve and display transaction data.

Smart Receipt Filtering: Automatic receipt sorting by categories like food, transportation, and entertainment.

Custom Report Generation: Generate personalized financial reports, including expense breakdowns, savings, and investments.

Payment Details Display: Show details of recurring payments like subscriptions and membership fees.

Open Orders Management: Track open orders and upcoming deliveries, with reminders for payment due dates.

Refund Management: Manage refunds by linking receipts to store policies and guiding users through refund processes.

AI-Based Data Analysis System: Use AI to analyze spending patterns and predict future expenses.

View Future Expenses: Predict future expenses for subscriptions, bills, or planned purchases.

Credit Card and Bank Account Integration: Sync with credit card and bank accounts to retrieve and categorize expenses.

Sharing Capabilities: Allow users to share their financial data and reports with family, financial advisors, or others.

Multiple User Access: Enable multiple users to manage finances together, such as families or business partners.

Smart Search Engine: Implement a search function to find transactions, receipts, or data based on keywords, amounts, and dates.

Mobile Compatibility: Ensure the website is optimized for both smartphones and tablets.

Integration with Other Financial Tools: Sync with tools like Mint or YNAB to provide a comprehensive financial view.

Support for Cryptocurrencies: Track cryptocurrency investments and purchases (e.g., Bitcoin, Ethereum).

Customization Options: Allow users to personalize the website’s appearance, including color schemes and dashboard layout.

Integration with Shopping Platforms: Integrate with platforms like Amazon or eBay to import purchase receipts and track spending.

Prediction of Future Expenses: Forecast future expenses based on past spending patterns.

User-Added Features: Allow users to add custom features or integrations, such as connecting to new financial platforms.

Management of Future Payments: Schedule and manage future payments to avoid late fees (e.g., subscriptions, bills, loans).

Economic Forecasting: Provide financial forecasting tools based on current spending trends.

Online Purchase Tracking: Track online purchases and display delivery statuses and payment due dates.

Display of Payment Deferrals: Track deferred payments (installment plans or delayed charges) and notify users when they’re due.