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Transactions Management

Create

Field

  • reference - Reference ID for that transactions
  • description - What the transaction is about, for instance, buying groceries
  • type - debit and credit
  • amount associated with a transaction
  • user
  • category
  • budget

View

  • Get all transactions

Editing

Edit all

Delete

Remove all

Note
A transaction should be associated with either an income, an expense, or a transfer. This will help while generating a statement at the end of the month.

Accounts Management

Registration

  • Fields required:
  • Name (Card, Mobile or, Cash)
  • Type (Regular, debit, savings)
  • Institution - Bank or mobile or self
  • Amount - balance
  • Description
  • User

Editing

  • All the fields except the user

View

  • All from the fields, transactions

Recharge

  • Adding money - Can be added from:
  • Income
  • From account
  • Cash in

Transfer

  • Take money from account to another account, eg cash

Delete
Remove an account only when it does not have any transactions. In a case where it has transactions, The option is to disable/archive it.

Budget Management

Create

  • Fields:
  • Category - How much the user is planning on using on a certain item.
  • Description - What it is
  • User
  • Amount

View
View budgets + the categories of the budgets.

Editing

  • No editing at the moment

Delete

  • No deleting at the moment

Category Management

Registration

  • Fields:
  • Name - Name of the category
  • Description - What the category is for
  • Amount - Total amount for items bought
  • type - Is it an expense or income
  • User

View
View all the details from the fields + Items bought

Edit
Edit all details except the user

Delete
Delete a category

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