My Finance Tracker
Budget: $250 – $750 AUD
It is important for me to view a sample of previous similar projects the freelancer has completed
MY FINANCE TRACKER
Manage finances in a simple to use format accessible on mobile / web
Track bank accounts, credit cards, investments, assets, debts, incomes & expenses
1. Dashboard to list
- Lifestyle assets
- Bank accounts / Investments
- Credit Cards / Debts
- Income categories / Expense categories
2. Multiple user access / input ability
3. Accessible on mobile phone / web
4. All data inputted can be download in excel format
5. Periods can be Yearly, Monthly, Weekly or custom period (e.g. 01 July to 30 June)
5. User can add multiple Lifestyle assets, bank accounts, investments, credit cards, debts, income categories & expense categories
6. Each time income is earned or expense added it is allocated to either a bank account or credit card (e.g. $100 expense added & credit card was used for that expense so the credit card balance would add $100 to it's balance / salary of $100 was earned so user can add it to a bank account and balance of bank account would go up by $100)
7. User can add entry to transfer funds between bank accounts or from bank account to credit card or bank account to debt (e.g. transfer $100 from bank account to credit card, so bank account balance would go down by $100 & credit card balance would go down by $100)
8. User can scan a receipt or manually enter expenses
A pop up box appears (or something similar) / the OCR pre-fills some of the data from the receipt (e.g. the total amount / where receipt is from, date) / user selects a category or multiple categories to allocate the receipt amount (e.g. receipt is $100 user allocates $50 to food category & $50 to clothes category), user selects which account receipt is paid from (e.g. bank account or credit card), receipt is saved in cloud or user can not to save reciept
9. User can access history of all transactions inputted / all bank account, credit cards transactions
10. User sets a budget for each expense category / each income category for the period (display will show budget amount for period, amount allocated since start of period, amount left until end of period & whether they are under or over budget for the period to date based on the weeks completed)
11. For expenses, sometimes expenses are pending (i.e. the expense has been paid for on credit card but on credit card it is pending). Need some feature to distinguish between pending payments and finalised payments for record keeping purposes. E.g. when user enters the expense they select an option either pending or paid / then user can see a transaction history that will show both pending & paid expense transactions
12. There are other requirements to be discussed
MY FINANCE TRACKER
Manage finances in a simple to use format accessible on mobile / web
Track bank accounts, credit cards, investments, assets, debts, incomes & expenses
1. Dashboard to list
- Lifestyle assets
- Bank accounts / Investments
- Credit Cards / Debts
- Income categories / Expense categories
2. Multiple user access / input ability
3. Accessible on mobile phone / web
4. All data inputted can be download in excel format
5. Periods can be Yearly, Monthly, Weekly or custom period (e.g. 01 July to 30 June)
5. User can add multiple Lifestyle assets, bank accounts, investments, credit cards, debts, income categories & expense categories
6. Each time income is earned or expense added it is allocated to either a bank account or credit card (e.g. $100 expense added & credit card was used for that expense so the credit card balance would add $100 to it's balance / salary of $100 was earned so user can add it to a bank account and balance of bank account would go up by $100)
7. User can add entry to transfer funds between bank accounts or from bank account to credit card or bank account to debt (e.g. transfer $100 from bank account to credit card, so bank account balance would go down by $100 & credit card balance would go down by $100)
8. User can scan a receipt or manually enter expenses
A pop up box appears (or something similar) / the OCR pre-fills some of the data from the receipt (e.g. the total amount / where receipt is from, date) / user selects a category or multiple categories to allocate the receipt amount (e.g. receipt is $100 user allocates $50 to food category & $50 to clothes category), user selects which account receipt is paid from (e.g. bank account or credit card), receipt is saved in cloud or user can not to save reciept
9. User can access history of all transactions inputted / all bank account, credit cards transactions
10. User sets a budget for each expense category / each income category for the period (display will show budget amount for period, amount allocated since start of period, amount left until end of period & whether they are under or over budget for the period to date based on the weeks completed)
11. For expenses, sometimes expenses are pending (i.e. the expense has been paid for on credit card but on credit card it is pending). Need some feature to distinguish between pending payments and finalised payments for record keeping purposes. E.g. when user enters the expense they select an option either pending or paid / then user can see a transaction history that will show both pending & paid expense transactions
12. There are other requirements to be discussed