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Published byElfrieda Bridges Modified over 9 years ago
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Personal Expense Tracker Ajmera Aneri S. (115020693088) Developed At : Developed By :
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Know More.. Overview Features Modules Module Features System requirements
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Overview Personal Expense Tracker is a Windows store application to be designed for tracking daily personal and business expense and income related transaction. The main feature includes manage account book of different user, managing daily transaction, report generation, accounts management, supplier management, set limit for expense, etc. This application helps you to track all the expenses, incomes, accounts of different user and analyzing income/expense by generating reports. It is flexible and adaptive application suited to personal and business man.
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Modules Front Side (User)
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User Module Features Managing the account books of different user Keeping account book holder information Managing different accounts of one account book holder Managing daily transaction of different accounts Report generation system(income/ expense) Provide notifications to user using limit set for expense if it increases then limit. Managing accounts. Managing returned payment of policy, or debited income. It will include the date of transaction and also will capture the photo of receipt of transaction. It will also add a location from where transaction had made. Flexible and adaptive application suited to a business man who is handling many daily transactions and also it will help to a normal person who is managing his daily expense and income.
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Cont.. Paperless managing income/expense, Cost effective solutions, Graphical User Interface with Context Sensitive Help No special training needed for using the application, anyone who doesn’t have accounting knowledge can use without any difficulty. Manage stock by specific branch Request for order the medicines to admin Bill generation Generate reports Get notifications Integration with other branch User settings Daily customer management
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System Requirements(H/W) Operating System Windows 8 or Windows 8.1 Processor Type Intel Pentium IV and compatible Processor Speed 2.20 GHz Memory 128 MB
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System Requirements(S/W) Technology ASP.NET 4.5.1 With business code C# Framework.NET Framework 4.5.1 Front End Tool Visual Studio 2013 Back End Tool SQLite Support Tool Microsoft Office 2007, Microsoft Visio 2007 Third Party Tool iTextSharp
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Use Case Diagram
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Sequence diagram(User)
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Activity diagram(Expense Tracker)
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Activity diagram(Income/Expense)
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Class diagram
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Limitations Requires little more time to execute. Loading of views may be dependent on records. To understand the project process, flow should be understood with some efforts. Data maintenance may be difficult due to entering data by user. Person who is handling system must have some computer knowledge.
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Future enhancements We are trying to make this app synchronize with mail and bank account so upcoming bill alert should mail and transaction should stop if there is less balance in account. More Functionality like capture receipt, add location, backup data will be added very soon. We are trying to increase software performance by using maximum use of core. The project can be expanding as per the need of the company and if there will any more requirements that can be satisfy. We will try to develop more user friendly Application. The sms sending and receiving module will be created to inform about upcoming bills. The automation email generation with bill detail will be created to make Application more automated and less user efforts
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Data Dictionary NoField NameData TypeLengthConstraints Default Value Description 1IdINTEGERPrimary KeyAUTOId of Account Book 2BookNameVARCHAR30Acc. Book Holder Name 3TaxIdVARCHAR12NULLTax No, Pan No Of User 4ColorTagVARCHAR20Color for Account 5Address1VARCHAR30Street Address1 6Address2VARCHAR30Street Address2 7Address3VARCHAR30Street Address3 8CityVARCHAR20City 9StateVARCHAR20State 10CountryVARCHAR20Country 11ZipCodeVARCHAR6ZipCode 12Phone1VARCHAR15Phone no 1 of user 13Phone2VARCHAR15Phone no 2 of user 14Email1VARCHAR25Emal1 of user 15Email2VARCHAR25Emal2 of user 16TypeINTEGER- Table: AccountBook
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NoField NameData TypeLengthConstraints Default Value Description 1IdINTEGERPrimary KeyId of Transaction 2DateDATEDate of Transaction 3ExpenseTypeINTEGER 4IncomeTypeINTEGER- 5IsDeletedBOOLEAN- 6TitleVARCHAR30 7NotesVARCHAR200 8RegisterTranExpenseIdINTEGER- 9RegisterTranIncomeIdINTEGER Table: Transaction
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Table: Accounts NoField NameData TypeLengthConstraintsDescription 1IdINTEGERPrimary KeyId of Account 2NameVARCHAR25Name of Account 3TypeINTEGERType of Account(saving,personal) 4AccountNoVARCHAR20Account No of user 5CoOwnerVARCHAR25CoOwner of Account 6OpeningBalanceFloat-Openinig Balance(Rs.0.0) 7Address1VARCHAR30Street Address1 8Address2VARCHAR30Street Address2 9Address3VARCHAR30Street Address3 10CityVARCHAR20City 11StateVARCHAR20State 12CountryVARCHAR20Country 13ZipCodeVARCHAR6ZipCode 14Phone1VARCHAR15Phone no 1 of user 15Phone2VARCHAR15Phone no 2 of user 16Email1VARCHAR25Emal1 of user 17Email2VARCHAR25Email2 of user 18WebAddressVARCHAR25http://www.sitemap.com 19NotesVARCHAR255Notes related to account 20IsClosingBOOLEAN 21AcountBookIdINTEGERForeign KeyId of Acount Book Holder
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Table: RegisterTransaction NoField NameData TypeLengthConstraints Default Value Description 1RegisterTranIdINTEGERPrimary Key 2AmountFLOAT 3ClosingBalanceFLOAT 4AccountIdINTEGERForeign Key 5TransactionIdINTEGER-Foreign Key
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Input Screens First Page: o home page that shows Top Appbar which display all tabs.
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Account Book Tab: o Account Book tab will display old account book. o User can also add new account book. o User can also search account book. o By Tapping on any account book user can edit,delete that account book.
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Add Account Book: o Users have to fill their information for creating new account book. o User must have to fill their Name and Tax id.
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Account Book View: o This will display detail of account book when user click save button on add account page. o It will display all account which is added to this account book. o User can also edit, delete account book.
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Accounts: o It shows user profile information like name, email, state, city, country and brief description about user that was entered by user at registration time. o It shows only when user logged in. o Here users also change their password using change password link, as well as their user profile. o User also checks their bought products.
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Add Accounts : o User have to fill their information for creating new account. o User must have to fill their Name and Acc No, Opening Balance.
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Account View: o This will display detail of accounts when user click save button on add account page. o It will display all account which is added to this accounts. o User can also edit, delete accounts.
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Add Income : o User have to fill their information for creating new income. o User must have to fill their Title and Amount.
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Income View : o User can see the detail of every transaction related to income.
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Add Expense : o User have to fill their information for creating new Expense. o User must have to fill their Title and Amount.
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Expense View: o User can see the detail of every transaction related to income.
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Test Cases Project Name: Personal Expense Tracker Test Case Id: TST_01 Test Priority(Low/Med/High):High Module Name: Add Account Book Test Title: Verify the id, name and tax id Description: Test module of Account Book Form detail Pre-Conditions: User must have registered Dependencies: - StepTest StepsExpected ResultActual ResultStatus(Pass/Fail) 1 Tap Add Account Book Tab Id, Name and Tax Id asked to fill Id, Name and Tax IdPass 2 Provide values and Click Save Button Verify Id, Name and Tax id, if verified enabled Save Button otherwise Disabled Save Button Pass 3Click Cancel Button Cancel Add Account Book Pass
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Project Name: Personal Expense Tracker Test Case Id: TST_02 Test Priority(Low/Med/High):High Module Name:Add Accounts Test Title: Verify Account Book is selected or not Description: Test module of Add Accounts Pre-Conditions: Account Book must exist in Database Dependencies: - StepTest StepsExpected ResultActual ResultStatus(Pass/Fail) 1 Tap Add Account Tab Id, Name, Acc No and Opening Balance asked to fill Id, Name, Acc No and Opening Balance Is asked Pass 2Provide values and Click Save Button Verify Id, Name, Acc No and Opening Balance, if verified Save Button is Enabled otherwise Disabled Save Button Verify Id, Name, Acc No and Opening Balance, if verified Save Button is Enabled otherwise Disabled Save Button Pass
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Project Name: Personal Expense Tracker Test Case Id: TST_03 Test Priority(Low/Med/High):High Module Name: Add Income Test Title: Verify the title and amount Description: Test module of Income Form detail Pre-Conditions: User must have registered Dependencies: - StepTest StepsExpected ResultActual ResultStatus(Pass/Fail) 1 Tap Add Income Tab Title and amount asked to fill Title and amount Pass 2 Provide values and Click Save Button Verify Title and amount, if verified enabled Save Button otherwise Disabled Save Button Verify Title and amount, if verified enabled Save Button otherwise Disabled Save Button Pass 3Click Cancel ButtonCancel Add Account Book Pass
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Project Name: Personal Expense Tracker Test Case Id: TST_04 Test Priority(Low/Med/High):High Module Name: Add Expense Test Title: Verify the title and amount Description: Test module of Expense Form detail Pre-Conditions: - Dependencies: - StepTest StepsExpected ResultActual ResultStatus(Pass/Fail) 1 Tap Add Expense Tab Title and amount asked to fill Title and amount Pass 2 Provide values and Click Save Button Verify Title and amount, if verified enabled Save Button otherwise Disabled Save Button Verify Title and amount, if verified enabled Save Button otherwise Disabled Save Button Pass 3Click Cancel ButtonCancel Add Account Book Pass
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