Carteira Inteligente

Author anonymousTotal Visits 13Visits in 7 Days 0

// preview

// description

Track everyday finances in Brazilian reais through one connected dashboard for transactions, budgets, goals, bills, and reports.

Carteira Inteligente is a Portuguese-language personal finance application built around a connected set of money-management workflows. After signing in, users see total balance, monthly income, monthly expenses, pending amounts, cash-flow history, balance evolution, spending by category, budget alerts, and upcoming or overdue items. Separate sections support detailed transaction management, payable items, multiple accounts, savings goals, category budgets, and date-based financial reports. Transactions can represent income, expenses, or transfers and include account, category, payment status, recurrence, description, date, and amount. The supplied demo account is populated with realistic Brazilian-real data, making the complete experience available without creating personal records first.

Highlights

Connected dashboard

Balances, flow, alerts

Transaction controls

Filters and full records

Budget monitoring

Limits with live warnings

Detailed reports

Period and category views

Demo access

Ready-to-use sample data

How to Use

Sign in with the demo account
Open the login page and enter the displayed demo email and password. Selecting the login button opens the populated dashboard, where current balances, monthly totals, charts, alerts, and pending items provide an immediate overview.
Review and filter transactions
Open Transações from the sidebar to browse income, expenses, and transfers. Use the month, type, status, account, category, and description controls to narrow the table; the totals above it update the context for the selected records.
Record a movement
Select Nova movimentação from the dashboard or transaction page, choose income, expense, or transfer, and complete the amount, date, description, account, category, payment status, and recurrence fields. Save the form to add the movement to the financial records.
Monitor category budgets
Open Orçamento to compare the monthly total budget against actual spending. Each category shows its limit, used percentage, remaining amount or overage, while warning cards identify categories that are near or beyond their limits.
Analyze a reporting period
Open Relatórios and choose the start and end dates. The page summarizes paid and pending income and expenses, presents cash flow and spending charts, and breaks results down by expense category, income category, and account.