Finance Tracking Feature Upgrade
Budget: ₹600 – ₹1,500 INR
I already have a responsive personal-finance web app online: users can add, edit, and delete income or expense records, and the dashboard instantly shows total income, total expenses, and the remaining balance. The stack is straightforward—HTML, CSS, JavaScript, Bootstrap on the front end, with Node.js driving the back end; GitHub hosts the repo and handles version control.
The next milestone is an investment-tracking module. I want this addition to feel native, matching the existing classic, formal aesthetic while keeping everything mobile-friendly.
Scope of the new module
• Allow manual entry of individual investment transactions (buys, sells, dividends, fees).
• Persist data in the same database layer the rest of the app uses.
• Extend the dashboard so investment totals and current portfolio value appear alongside income and expenses, with the balance figure updated accordingly.
• Reuse current authentication and routing patterns so users manage investments from their existing account.
• Keep the codebase clean and well-commented; follow the current folder structure and use Git for all commits.
Acceptance criteria
• A user can create, edit, and delete an investment transaction from both desktop and mobile views without breaking layout.
• Totals recalculate instantly after every CRUD action.
• All new routes, models, and views pass existing unit tests and include new tests covering the investment logic.
• UI elements (colors, typography, spacing) align with the site’s classic, formal style guide.
Push changes to a separate feature branch in the GitHub repo; I’ll review and merge once the above checks out.
The next milestone is an investment-tracking module. I want this addition to feel native, matching the existing classic, formal aesthetic while keeping everything mobile-friendly.
Scope of the new module
• Allow manual entry of individual investment transactions (buys, sells, dividends, fees).
• Persist data in the same database layer the rest of the app uses.
• Extend the dashboard so investment totals and current portfolio value appear alongside income and expenses, with the balance figure updated accordingly.
• Reuse current authentication and routing patterns so users manage investments from their existing account.
• Keep the codebase clean and well-commented; follow the current folder structure and use Git for all commits.
Acceptance criteria
• A user can create, edit, and delete an investment transaction from both desktop and mobile views without breaking layout.
• Totals recalculate instantly after every CRUD action.
• All new routes, models, and views pass existing unit tests and include new tests covering the investment logic.
• UI elements (colors, typography, spacing) align with the site’s classic, formal style guide.
Push changes to a separate feature branch in the GitHub repo; I’ll review and merge once the above checks out.