I focused on six main goals that users would want to achieve:
Log Expenses by Category
Users can track and analyze their spending by logging expenses in different categories.Define Budgets per Category
Users can control spending by setting budgets for each category.Visualize Monthly Spending
Users can see their current month’s spending and remaining budget at a glance.Create Custom Categories
Users can tailor the app to their personal spending habits by creating and managing categories.Gain Insights and Generate Reports
Users can view trends over time and generate reports to make informed financial decisions.Personalize App Settings
Users can adjust preferences, currency, language, and notifications to suit their usage.
Features#
From the user stories, I identified the core features that the app must provide:
Expense Management
- Add, edit, and delete expenses
- Assign expenses to categories (default or custom)
- Filter or group expenses by category
- Receive daily reminders to log expenses
Dashboard and Visualization
- Display total spending and remaining budget
- Show category breakdown with charts (pie/bar)
- Update dynamically as new expenses are logged
- View previous months for comparison
Budgeting Tools
- Set total monthly budget and per-category budgets
- Alerts when spending approaches or exceeds limits
- Customize alert thresholds
Category Management
- Add, rename, or delete custom categories
- Include list of default categories
Insights and Reporting
- View weekly, monthly, or yearly spending trends
- Generate reports by category or total spending
- Export reports as PDF or CSV
User Profile and Settings
- Change currency, language, and notifications
- Reset the app or clear data
- Persist settings across sessions