MoneyCare: a privacy-first financial health assessment
A Next.js and Supabase platform that turns a short questionnaire into a Financial Health Score and a personalised improvement roadmap, without bank linking or credit checks.
The product problem
Most personal finance tools start by asking for a bank login. MoneyCare starts from the opposite position: a person answers ten questions about their habits and sees their financial health in under two minutes. That removes the friction and the privacy concern, but it moves the work into the questionnaire and the scoring logic. The questions, weights and recommendations have to be right, because there is no account data behind them.
The delivered scope
The public product is a Next.js application with a landing page, a multi-step assessment and a results page. Results show a score out of 100 across emergency fund, savings habits, debt management, expense control and financial protection, with charts and a custom roadmap. Supabase holds assessments and content. An admin area manages questionnaires, scoring rules and a blog with a rich text editor, and plans can be delivered by email.
Scoring rules the team can edit
The questions and scoring rules live in the database rather than in code. The team can adjust weights and wording from the admin dashboard without a release, while role-aware row level security keeps writes limited to administrators. For a similar assessment product, the decision to make the rules editable should come early: it shapes the data model, the admin screens and how results are tested.
What shipped
A privacy-first financial health assessment with a scored results page, a personalised roadmap, editable scoring rules and an admin-managed blog.
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