App Overview

My Balance Sheet - Wealth View icon

My Balance Sheet - Wealth View

HajimeFuimoto · Finance

A new asset management app developed by a Certified Public Accountant.

$1.99 · In-app purchases

PRICE
$1.99
In-app purchases
BUSINESS MODEL
Paid
No overall Grossing estimate available
RATING
N/A
No ratings yet

Evidence scope: No current overall US chart position is available. Category-chart positions shown in discovery are a separate scope. Revenue is a directional model estimate, not verified earnings.

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What's included14 files

A product spec, phased build plan, differentiation notes, and screen references.

  • START_HERE
  • AGENTS
  • EVIDENCE
  • SPEC
  • BUILD_PLAN
  • DIFFERENTIATION
  • skills/
  • screens/
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Illustrative example: an invoice app for independent contractors. Your kit is tailored to the app you choose; this is not its generated content.

Feature spec

Goal: Send a clear invoice after finishing a job.

  • Add a client, line items, a due date, and payment instructions.
  • Preview the total before exporting a PDF.
  • Keep an editable draft if export fails.

Screen plan

Invoice editor: Client at the top, editable line items in the middle, total and preview action at the bottom.

States: Empty draft, validation errors beside each field, exporting, and a retry action that preserves the draft.

Differentiate and validate

Hypothesis: Contractors need faster repeat invoices more than more templates.

First experiment: Test duplicating a previous job with five contractors. Watch where they hesitate before expanding the feature set.

The full kit adds a phased build plan, evidence notes, tool prompts, and implementation guidance. It is a plan for your coding agent, not a finished app.

Usage: Mechanics are fair game; never reuse the original name, branding, assets, or verbatim copy.

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> SELECT BUILD PLATFORM:

Good fit for mobile-first iOS and Android prototypes with managed app scaffolding.

// RORK SYSTEM PROMPT
Rork plan preview for My Balance Sheet - Wealth View: map the core Finance workflow, choose the smallest differentiated feature set, define the data and monetization boundaries, then prototype the riskiest user journey first.
            

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Opportunities

AI-GENERATED OPPORTUNITY HYPOTHESES

These are generated suggestions, not verified review quotations. Check current App Store reviews and speak with users before treating a possible gap as a requirement.

Hypothesis 1

Incorporate advanced analytics and personalized insights.

Assumption to check: Limited insights into financial data compared to competitors

Validate with people who use this workflow before building.

Hypothesis 2

Add automatic transaction categorization via bank linking.

Assumption to check: Manual entry for transactions can be tedious

Validate with people who use this workflow before building.

Hypothesis 3

Introduce budget tracking with alerts and reminders.

Assumption to check: Lack of reminders for bills or budgets

Validate with people who use this workflow before building.

Hypothesis 4

Simplify navigation and enhance onboarding process.

Assumption to check: Poor user experience with navigation

Validate with people who use this workflow before building.

App evidence

Original App Store material. Ratings and screenshots describe the existing app, not proof of demand for your version.

App Store description

A new asset management app developed by a Certified Public Accountant. You can easily create your own personal balance sheet. There is no need to enter small details like in a traditional household account book. Just record major expenses and investments roughly. ・Bought a house ・Replaced your car ・Purchased investment trusts ・Education or self-investment costs ・Loan or credit payments Simply by recording these major life "expenses and investments," you can instantly see what you have spent your money on and what you have built so far. A balance sheet that shows it all at a glance will be created. This app is not just a recording tool. It will help you rethink how you use your money. ■■■■ Main Features ■■■■ ・Automatically creates B/S (Balance Sheet) and P/L (Profit and Loss Statement) ・Customize your own account titles and sub-accounts ・Register journal templates to simplify data entry ・Easily search for past expenses and investments by conditions ・Export CSV to link with PC or other accounting software ■■■■ Other Features ■■■■ ・Simple and smooth interface ・Can also be used as a household budget app (with P/L function) ・Gain accounting and management sense simply by using it ・Great as a learning tool for bookkeeping or accounting ・Useful for preparing tax returns ■■■■ Developer’s Thoughts ■■■■ Ordinary household books show “how much you spent this month,” right? But this app is a little different. This app focuses on the question: “What do you own now? How much has it grown?” — a stock-based perspective. By recording each expense while asking “Does this become an asset?”, your own personalized balance sheet will be completed. You will naturally start to see what’s truly valuable spending and how to build wealth. Of course, for those who prefer a traditional household accounting style, it can also create a P/L (Profit and Loss Statement). What is “wealth” for you? Find out with this app.

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Screenshots

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Build scope

Plan a focused first version with your coding agent. These are planning assumptions, not a delivery guarantee.

Define the first version

Choose one audience and one core workflow. Use the kit to agree on its screens, data, and acceptance criteria before building.

Set boundaries

Decide which secondary features, integrations, and platform support can wait. Your version does not need to reproduce everything in the original.

Check the hard parts

Validate external services, specialist technology, data access, and ongoing costs for your chosen scope.

SUGGESTED BUILD STACK
React Native
Expo
Supabase
React Navigation
Zustand
react-native-reanimated
BUILD KIT DIFFICULTY
Starter

From the Build Kit assessment.

A reliable timeline needs an agreed scope and a technical check. Ask your agent to estimate the phases in BUILD_PLAN.md after that review.