1. Problem
Recording small expenses throughout the day can require more steps than necessary. This project starts from that friction to organize a simple entry flow.
2. Target audience
People who want to record income and expenses and review their transactions by category.
3. Solution
The proposal combines an entry form with views for income, expenses, and categories. This page describes the planned scope; the features are not presented as a completed delivery.
4. Main features
- Transactions: Income or expense form with category and account.
- Categories: Organize transactions for review.
- Monthly view: Summary of balance and expenses by category.
- Recurring expenses: Record fixed costs.
- Export: CSV history.
5. Proposed decisions
- Values in cents: Persistence is planned with integers to avoid floating-point rounding in monetary values.
- User-scoped data: The design includes input validation, credential protection, and separation of financial records.
6. Next steps
- Add reports comparing planned and actual budgets by category.