Web based financial coach onboarding with logic and reporting capabilities:

I WILL DELETE YOUR BID IF YOU DO MOT TEAD I need to automate a process for onboarding a financial session. It should be web-based to keep the cost down. Currently I ask them to break down some of their finances manually. I want to make an interactive interface that asks them questions (to name expenses and add up the amount) with the aim of generating a report consisting of 4 sections: Housing Transportation Food Essentials It should start by asking consent to share this information with me to analyze it. I would also like: name, email age, then how much money they make and whether they make it biweekly, annually or monthly. (This needs to be translated to a monthly figure) Each section will ask questions about the kinds of expenses relevant to them. They can select the name and the cost of each expense, and add any ones that aren’t listed. Each section must have a breakdown with names of all the relevant expenses and their totals as well as a grand total for each section and a final grand total. Some of the expenses will be hard coded for them to select the ones that are relevant to them. Most importantly I need logic in the interface to go through conditions. For example: “Do you rent or own?”. If they own ask them how much they pay for mortgage, home insurance and taxes. If they rent ask them How much and ask if utilities are included. They should be able to pick from a list of utilities like: electricity, water, internet etc. Utilities that are included should not be taken into account in the next section. In the last section they should be able to add any expenses that are important to them as well as select from a list of frequent ones. (See a picture of the UI example below) At the end I need to determine if there’s a surplus after all these expenses. Salary - expenses = positive number. If it is positive I then need you to show them the surplus and suggest that they keep half of it to invest. Show them a projection on a graph using a 10% return compounded for a number of years (desired retirement age - current age). They should be able to change this figure to see what it looks like. There should be a disclaimer that this is only a projection. I need an expense report generated that can be emailed to them and allow me to access it and capture their email. It should break down each section and the total then a grand total, as well as show them the retirement projection. At the end they should be able to book through my calendar using my calendy link and we should both receive the report via email. If there is an existing software or app I can achieve this with please help me set it up. If not please explain how it will be built. I need the interface to be easy to use and it must have good UX/UI showing their progress throughout the process and perhaps some words of encouragement. I like the multi select chips in the image attached. Please summarize your understanding of the project in order for me to consider your bid I can send sketches detailing what I need.