Student name: Lim Ze Qi
Prepared by: Lim Ze QiELEC2660 Project:FinanceTracker
Introduction A simple yet interactive personal finance software for tracking expense and analysing spending pattern essential to track spending and plan budget properly Aim of FinanceTracker: Allow user to track their spending Analyse the spending pattern Allow user to add their transaction either in cash or card in their choice of currencies Allow user to see the expense breakdown in table form according to categories
List of specifications Allow user to enter transaction along with the date, category and payment method Allow user to change the currency unit to their own preference User is able to see the tabulated expense history along with the transaction details User is able to see the expense breakdown along with the percentage according to categories in a table
Core data It is the best one to persist data on the iPhone; reduce memory overhead of the app Works alike as database Ways to implement core data: First, create a managed object data model Then, create a new entity (sort of like a new database) After that, add the desired attributes (variables to be stored)
For my case, as shown beside, entity named TransactionDetails is created. Five attributes are created: category, date, item, pmethod and price along with the attribute type. These attributes will store the transaction details and being used for further implementation
How it works?
Splash screenHome tabAdd transactionCurrent and previous month expense
Two payment methods
Total expense
How it works?
If either item or price is invalid (blank entry, 0.00), then an error message will show up.Add cash transaction.New cash transaction is added.
How it works?
Add card transaction.New card transaction is added.Expense breakdown by categories along with the percentage.
How it works?
Settings tabAble to select desired currency unit from this list.The entire app currency sign will be changed. (Note: just change of currency, conversion is not included)
How it works?
View the available categoriesA brief description about the app and a short note from the app developer
Problems encountered? Core data: Not being discussed during the lab session so had a hard time dealing with this since this is the most important feature of this app Not functioning at the beginning but in the end it works, spent around one week to get it done. Design overhaul: Change the entire GUI design of the app from the relatively unprofessional one (proposed in documentation) to a much intuitive and interactive one Lack of knowledge: Materials being taught during the lab session is not really sufficient if a much comprehensive app is to be developed Only the fundamentals and basics are being taught so need to put additional efforts to make it work
Extra features to be added Allow user to add and delete categories (up to 15); the default 9 categories cannot be removed Allow user to add more payment methods, e.g.: debit card, credit card instead of just card. Allow user to delete transaction Allow user to add transaction in terms of income so that user can know exactly the current financial status instead of just expenses Add a reset button to clear all the expenses if user wish to; if this is not implemented, user need to uninstall and reinstall it from Apps Store which is quite inconvenient
ConclusionThis FinanceTracker would bring ease to the user who wish to track down his or her spending and analyse their spending pattern so they can plan their budget wisely ahead. This app is still under development so there are a lot of rooms for improvement.
This app is completed according to what is proposed: Simple and easy for customer to use Track each and every expense Allow user to view the expense breakdown Allow change of currency
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App demonstration
THANKS!