bktfuture / Capstone-Project

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FinCode

Table of Contents

  1. Overview
  2. Product Spec
  3. Wireframes
  4. Schema

Overview

FinCode is a personal finance tracker that lets users track their expenses and visualize their budgets.

Description

The app allows users to track their expenses. They can add the amount of money they have and allocate it to each desired category. It will help users visualize how much money they can spend on each category to have healthy financial habits. Users can lock some categories, so if the users start to overspend, the app will send notifications and will "restrict" users from buying from that category again.

App Evaluation

  • Category: Finance
  • Mobile: Mobile is essential because of how much convenient it is. You can always check on what is going on wiht your money, insted of using PC. Users can visualize how much certain expenses will look in terms of their budget, set financial goals, and track their money.
  • Story: Users can visualize how much certain expenses will look in terms of their budget, set financial goals, and track their money.
  • Story: Any individual who is having an income/part-time/full-time employed will be interested in learning more about how they spend, and how to allocate their finances.
  • Market: Users will check the app daily to check up on their finances, goals, and expenses.
  • Habit: Any individual who has an income/part-time/full-time employed will be interested in learning more about how they spend, and how to allocate their finances.
  • Scope: V1 would allow users to add their budget and see the categories. V2 would incorporate a feature where users can allocate money to chosen categories and see how much money they have left. V3 would add different types of assets: cash, debit, investments, and goal setting. V4 would incorporate investment calculators. V5 can be connected with Apple Wallet.

Product Spec

🎯 A. Required and optional features = Users can add their income and balance, expenses

  • When users will add expenses, balance should recalculate (same for the
  • Users can add expenses and categorize them, that will show up on the main screen.
  • Setting up locks for some categories. If the users overspend, the category becomes red and users are notified.

Optional:

  • Users can create an expense plan to see how much they can spend.
  • Users can set up savings goals.
  • Users can see the charts of the most expenses.

🎯 B. Identify the screens in your app

  • Home Page / Dashboard with Balance/ Income / Expenses
  • Transactions
  • Account Page

🎯 C. Document your navigation flow

1. User Stories (Required and Optional)

  • As a student, I want to be able to track my subscriptions and expenses, since I have to pay for them from my part-time job and scholarship money. I want to save up to pay off my student loans.
  • As a parent, I want to teach my teenage son how to manage his money and not overspend.

2. Screen Archetypes

  • [DashBoard]
  • Users can add balance, income, and expenses with the amount, date, category
  • Users can see updated numbers
  • [Transactions Calendar]
  • Users can see the calendar and see a list of all transactions for the day
  • [Account]
  • Users will have savings account by default.
  • Optional: Create your own account

3. Navigation

Tab Navigation (Tab to Screen)

  • [Dashboard]
  • [Transactions Calendar]
  • [Account]

Flow Navigation (Screen to Screen)

  • [Adding balance/income/expenses] ==> Will goback to Home Screen after performing a task

And users can switch between tabs.

Wireframes

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[BONUS] Digital Wireframes & Mockups

image

[BONUS] Interactive Prototype

Schema

Models

[Add table of models]

Networking

  • [Add list of network requests by screen ]

Sprint 2:

  • - Build Dashboard Screen
  • - Build Transaction Screen
  • - Build Accounts Screen
  • - Put an icon for the app
  • - Build the item bar
  • - Build New Transaction Screen

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Language:Swift 100.0%