/FinanceIO

FinanceIO is a money management website that allows users to track their expenses. It is a web application that is accessible from any device with a web browser. The application is designed to be simple and easy to use.

Primary LanguagePython

FinanceIO

1. Introduction

FinanceIO is a money management website that allows users to track their income and expenses. It is a web application that is accessible from any device with a web browser. The application is designed to be simple and easy to use. It is intended to be used by anyone who wants to track their income and expenses.

2. Functional Requirements

2.1. User Accounts

Users must have an account to use the application. Users can create an account by providing a username, email address, and password. Users can also log in to their account by providing their username and password. Users can log out of their account at any time.

2.2. The Dashboard

The dashboard is the main page of the application. It contains the following information:

  • The current balance of the user's account
  • The budget for the current month (set by the user upon first time login for the month)
  • An "add" button to add a new transaction
  • A list of transactions near the current date

2.3. Adding Transactions

Users can add transactions by clicking the "add" button on the dashboard. The user will be presented with a form to enter the transaction details. The form will contain the following fields:

  • Transaction type (income or expense)
  • Transaction amount
  • Transaction tag (e.g. food, clothing, etc.)
  • Transaction date (defaults to the current date)

2.4. Viewing Transactions

Users can view transactions by clicking on a transaction in the list on the dashboard. The user will be presented with a page containing the transaction details. The page will contain the following information:

  • Transaction type (income or expense)
  • Transaction amount
  • Transaction tag (e.g. food, clothing, etc.)
  • Transaction date

2.5. Editing Transactions

Users can edit transactions by clicking on the "edit" button on the transaction page. The user will be presented with a form to edit the transaction details. The form will contain the following fields:

  • Transaction type (income or expense)
  • Transaction amount
  • Transaction tag (e.g. food, clothing, etc.)
  • Transaction date

2.6. Deleting Transactions

Users can delete transactions by clicking on the "delete" button on the transaction page. The user will be presented with a confirmation dialog to confirm the deletion.

2.7. Viewing Reports

Users can view reports by clicking on the "reports" button on the dashboard. The user will be presented with a page containing the following information:

  • The total income for the current month
  • The total expenses for the current month
  • A graph showing tags and their corresponding expenses for the current month

3. Non-Functional Requirements