I focused on six main goals that users would want to achieve:

  1. Log Expenses by Category
    Users can track and analyze their spending by logging expenses in different categories.

  2. Define Budgets per Category
    Users can control spending by setting budgets for each category.

  3. Visualize Monthly Spending
    Users can see their current month’s spending and remaining budget at a glance.

  4. Create Custom Categories
    Users can tailor the app to their personal spending habits by creating and managing categories.

  5. Gain Insights and Generate Reports
    Users can view trends over time and generate reports to make informed financial decisions.

  6. 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