Financial Planner for Families in Sri Lanka
A financial planner can mean a person who advises you, or a tool that helps you plan for yourself. DreamFundSL is the second kind: a family financial planner app made in Sri Lanka, with prices and amounts in LKR.
What a family financial planner app does
It gives your household one place to see where money comes from, where it goes and where it is heading. Instead of separate notes, spreadsheets and memory, every income and expense is recorded once and every screen uses the same numbers.
- Budgets for each category, so you know what is safe to spend this month.
- Expense tracking for the whole family, with each person signing in to their own account.
- Savings goals and an emergency fund with clear targets.
- Bills and reminders, so nothing is paid late.
- A financial health score with plain next steps.
A simple financial plan in five steps
- Write down your monthly income. Include every regular source, and be honest about irregular ones.
- List fixed costs: rent or loan instalments, school fees, insurance, utilities.
- Set category budgets for food, transport, health and the rest.
- Pay yourself first: decide a savings amount and move it as soon as income arrives.
- Review monthly. Compare plan with reality and adjust one thing at a time.
Our guides go deeper on each part: budget planner, expense tracker, emergency fund calculator and family budgeting.
What DreamFundSL is not
DreamFundSL is a record-keeping and planning tool. It does not give investment advice, connect to your bank or move your money. For advice on investments, tax or insurance, speak to a licensed professional.
Why families use it
- Built in Sri Lanka, with LKR throughout.
- Only the last 4 digits of an account number are ever stored.
- Works on the web, and as a desktop app for Windows, macOS and Linux.
- Starts free, with paid plans from LKR 490 a month.
Try it with your family
DreamFundSL starts on a free 30-day trial, with no card needed. Prices are in LKR.