Aashna, Aedan, Alli, Misha, Niki
Members: Aashna Kshirsagar, Allison Bulot, Aedan Wen, Misha Sharma, Nikita Sahoo
Standard Scrum Roles
Scrum Master: Allison Bulot
Product Owner: Aashna Kshirsagar
Developer: Nikita Sahoo, Misha Sharma, Aedan Wen
Design, Development, and Evaluation Roles
Front-end dev: Aedan Wen
Back-end dev: Allison Bulot
Full-stack dev: Misha Sharma, Aashna Kshirsagar, Nikita Sahoo
The home page introduces users to our platform with our site name and team details. A navigation menu at the top allows users to easily navigate to the different pages: Financial Tips, Daily Transactions, Register Income/Spending, Budgets, Transaction History.
The Financial Tips page offers quick, actionable advice on saving, spending, budgeting, and investing. This page is designed to help users build smart habits in a fun and approachable way. (User Story 15)
Users can register daily deposits of income and daily expenses through a transaction form, which includes options to select transaction type (income or spending), input amounts, choose dates with a calendar picker, and assign categories and descriptions (User Story 12). They are able to edit or delete their transactions to maintain accurate reporting. (User Story 13 & 14).
Allows users to log planned income or expenses, including important details like amount, frequency (e.g., one-time, weekly), category, description, and whether it's income or spending (User Story 4 & 5).
Users are also able to edit or delete transactions to ensure the accuracy of their financial records. All logged transactions appear in a comprehensive transaction list view, helping users visualize and review their financial history (User Story 11)
The Login page allows the user to login with the unique username and password they created (User Story 2).
On the registration page new users can create accounts using their email, username, and password (User Story 1). Once registered, users can log in securely to access their personal dashboards.
If a user forgets their password, they can easily initiate a password reset process by submitting their username, upon which they can reset their passsword and regain access to their account (User Story 3)
Our application also has an administrative side where an admin can manage all features of the site. The admin is able to control the users and budgets. (User Story 17)
On the reports page, there are graphs and summaries generated via Google Charts API. These include charts showing income versus expenses over time, category-based spending breakdowns, and monthly trends—helping users make more informed financial decisions. (User Story 10)
The budget page enables registered users to create budgets that will keep track of user expenses in various spending categories, such as groceries, entertainment, or transportation. Each budget can be edited or deleted at any time, giving users flexibility to adapt to changing financial goals. The budget dashboard offers a clear summary of each budget’s status, including how much has been spent and how much remains. (User Story 6/7/8/9)