financial-app

Top Goals:

• Pulling transactions from institution
• Poplulation the three views

Todo:

• Track Budget Trends

  • Create an algorithm to determine trends in finiatial data

• Display Budget Events in multiple views:

  • Calendar View
    • by day view
    • by week view
    • by month view
    • by day view
  • List View
  • Detailed View

• Predict expected bills and add-in unexpected bills or unsual bills (ex. doc apt)

• Notifications

  • emails summary (future)
  • push notifications about trends

Views:

• Dashboard
  • Categorization based on
    • Stores
    • Budget categories
    • custom categories
  • See top number/favorite of catorgories
  • see goals

Feature:

• Assign Budget Categories to transactions
• Favor budget categories
• Add goals
• Group accounts (Standard groups (checking, credit cards, loans, or assets vs liabilites or spending vs saving), customized groups)
• Set goals for account groups
• tips

Definitions:

• Budget Categories: A category that can be assigned to a transaction (Rent, utilities buills, custom defined categories, etc.)