Feature Requirements for 1.0

[mthxx]

Basic Core Features:

Tags

• Primary
• Secondary
• Sub

Primary

• Each entry must have one and only one primary tags
• This is the tag or category that an entry will contribute to in the main overview

Secondary

• Each entry may have zero to unlimited secondary tags
• Entries will show up under their respective secondary tag when a user looks at a specific tag
• Examples:
  • Gas purchase made during a vacation
  • Primary: Travel
  • Secondary: Auto
• The expense will count towards the Travel expense in the budget overview.
• Selecting into Auto will also show the gas purchase.

Sub

• Each entry may have zero to unlimited sub tag.
• sub categories must have at least one parent tag, but may have multiple.
• Example:
  • Sub: Lease
  • Parent (Primary): Auto
  • Parent (Secondary): Monthly Bills
• Any sub tags applied to an entry will have their parent tag automatically applied as the primary. If the primary is already assigned, the parent will be assigned as a secondary.
• All uncategorised entries will default to uncategorised and show up on landing page for a period of time pending being organized. After a period of time, they will re-default to miscellaneous.

Tag Examples

• Primary/Secondary:
  • Restaurant
  • Utilities
  • Pets
  • Athletic
• Sub:
  • Fast Food
  • Pizza Hut
  • Electric
  • Fido
  • Running
  • Races

Account Support

• Checking
• Savings
• Create/edit new tags on the fly

Planning Tools:

• Projected Income and Expense Tracking
• Projected Loan and Credit Card Balance Tracking
• Projected Investment Tracking

Analysis Tools:

• Deficit/Surplus Indicators
• Progress Bar for each category's budget

Advanced Features:

• Multi-User
  • A user will be able to see all details for all entries that they themselves input, or that another user entered as the default open status
  • A user will not be able to see any details regarding an entry that has a restricted status created by another user.
  • This restricted status can be used in the event of a gift purchase.
• Browser Extension for income and expense entry to make it easier to enter items while looking at online bank statements.