Personal Finance Health Check

Get a snapshot of your financial wellness in 3 easy steps.

Let's start with your cash flow. This helps determine your savings rate.

Total Monthly Income (after tax)

Total Monthly Expenses

Now, let's look at the big picture: what you own and what you owe.

Total Assets (Savings, Investments, Property)

Total Debts (Mortgage, Loans, Credit Cards)

An emergency fund is crucial for financial security. Let's see where you stand.

Liquid Savings (Easily accessible cash)

Monthly Essential Expenses (Housing, Food, Utilities)

Your Financial Health Dashboard

${data.advice}

`; }, renderHealthReport() { this.dom.resultsGrid.innerHTML = ` ${this.createResultCard('Savings Rate', this.healthReport.savingsRate)} ${this.createResultCard('Net Worth', this.healthReport.netWorth)} ${this.createResultCard('Emergency Fund', this.healthReport.emergencyFund)} `; }, generatePdf() { if (!this.healthReport) return; const { jsPDF } = window.jspdf; const pdf = new jsPDF({ unit: 'pt', format: 'a4' }); const { savingsRate, netWorth, emergencyFund } = this.healthReport; pdf.setFontSize(20); pdf.text("Personal Finance Health Report", 40, 60); pdf.setFontSize(10); pdf.text(`Generated on: ${new Date().toLocaleDateString()}`, 40, 75); const tableData = [ ['Savings Rate', savingsRate.value, savingsRate.status, savingsRate.advice], ['Net Worth', netWorth.value, netWorth.status, netWorth.advice], ['Emergency Fund', emergencyFund.value, emergencyFund.status, emergencyFund.advice] ]; pdf.autoTable({ startY: 100, head: [['Metric', 'Your Result', 'Status', 'Recommendation']], body: tableData, headStyles: { fillColor: [37, 99, 235] }, // Blue columnStyles: { 3: { cellWidth: 200 } // Wider column for advice }, didParseCell: function (data) { const status = data.cell.raw; if(data.column.index === 2) { if(status === 'Excellent') data.cell.styles.textColor = [34, 197, 94]; if(status === 'Good') data.cell.styles.textColor = [234, 179, 8]; if(status === 'Needs Improvement') data.cell.styles.textColor = [239, 68, 68]; } } }); pdf.save('Financial-Health-Report.pdf'); } }; app.init(); });