Analysis: General page layout

[hwang26]

Init page

• First name
• Last name
• Biweekly takehome (after all deductions and taxes)
• Monthly rent payment
  • Button to add a new field for a different reoccurring monthly expense
• Field to enter in "Current Financial Goal"

Dashboard

• Header with APPNAME and User information, Monthly takehome, Monthly rent + insurances (living expenses),Financial Goal
  • An edit button should allow us to change these values within the same page
• Below the header can be a graphical progress bar that is monthly spending / total monthly salary, with a small number field that says how much $ saved this month
• Leftside Nav bar
  • Home
  • Upload Transactions
  • Add Transactions
  • Spending breakdown
  • Help Page
• Uninspected transactions component
  • Allow user to click into a transactions which brings them to the "Edit transactions" page for that particular transaction

Upload transactions

• Upload component
  • Only accept *.CSV files
  • Disclaimer that currently it will only work with Chase Account/Credit Card transaction CSV files
  • If the parsing fails (eg. The file is CSV but not a transactions file from Chase), spit out an appropriate error message and do not write anything to the DB
  • If the parsing is successful
  • Write any new Chase categories to the Category table
  • Write transactions to the Transaction table with the "Inspected" field as false
  • Write transactions to the Transaction-Category table with their associated category foreign key

Add transactions

• Allow user to create a new transaction category (Have a multiselect dropdown and also have a button to create a new category)
• Allow user to create a new transaction manually
  • Inspected field should be true
  • Fields
  • Reoccurring (boolean)
  • Amount
  • Name
  • Category dropdown
  • Date
  • Note

Edit transactions

• Allow user to edit all transactions (including ones from the transaction queue)
• Should be a list of all transactions with drillable links

Edit transactions - Transaction-ID

• Enter this page after clicking into a transaction from the Edit Transactions page
• Allow user to edit all fields except Inspected
• Same ability to add categories like in Add Transactions page

Spending breakdown

• This page can be workshopped. It is mostly to provide some visualizations of spending.
• Spending breakdown page with information such as top 3 categories of spending, top 3 biggest expenses, and each category of spending with a (spent/budget allocation) field
• We should have a clear overview of what reoccurring transactions we have

Help Page

• Who the users are and why the app was developed
• Technologies used
• FAQ