System Requirements Document (SRD)

1. Introduction

This document outlines the system requirements for a simple money tracking application. The application is designed to help users manage their finances by tracking expenses and savings. The goal is to provide a user-friendly interface that simplifies financial management and promotes better financial habits.

2. System Overview

The money tracking application will allow users to record their expenses and savings, view financial summaries, and gain insights into their spending habits. The system will be accessible via a web application and will focus on simplicity, usability, and efficiency.

The application will cater to individual users who want to monitor their personal finances. It will provide functionalities for adding, editing, and categorizing expenses and savings, as well as generating reports to help users understand their financial status.

3. Functional Requirements as Story Points

• As a User, I should be able to add an expense with details such as amount, category, and date.
• As a User, I should be able to edit or delete an expense entry.
• As a User, I should be able to add a savings entry with details such as amount, goal, and date.
• As a User, I should be able to edit or delete a savings entry.
• As a User, I should be able to view a summary of my total expenses and savings.
• As a User, I should be able to categorize expenses and savings for better organization.
• As a User, I should be able to view a graphical representation of my expenses and savings over time.
• As a User, I should be able to set savings goals and track my progress toward them.
• As a User, I should be able to filter expenses and savings by category or date range.
• As a User, I should be able to export my financial data as a CSV file.

4. User Personas

1. User:
   • An individual who wants to track their personal finances, including expenses and savings.
   • Needs a simple and intuitive interface to manage their financial data.
   • Wants to gain insights into their spending and saving habits.

5. Non-Functional Requirements

• The application should have a responsive design to ensure usability on both desktop and mobile devices.
• The system should support at least 1,000 active users concurrently.
• Data entry and retrieval should not exceed a latency of 2 seconds.
• The application should ensure data security and privacy by encrypting sensitive user information.
• The system should provide 99.9% uptime to ensure availability.
• The application should be intuitive and require minimal onboarding for new users.

6. Tech Stack

• Frontend: React for Web
• Backend: Python with FastAPI
• Database RDBMS: MySQL with Alembic for migrations
• Local Orchestration: Docker, docker-compose

7. Assumptions and Constraints

• The application will initially target individual users and not businesses or enterprises.
• The system will not include features for investment tracking or advanced financial planning in the initial release.
• The application will be developed as a web-based platform with potential for mobile app development in the future.
• The system will rely on user input for all financial data; no integrations with external financial institutions are planned for the initial release.
• The application will be developed and deployed within a 6-month timeframe.

8. Glossary

• Expense: Money spent on goods or services.
• Savings: Money set aside for future use or specific goals.
• Category: A label used to organize expenses and savings (e.g., Food, Rent, Travel).
• CSV File: A comma-separated values file used for exporting data.
• Responsive Design: A design approach that ensures the application works well on devices of different screen sizes.
• Latency: The time it takes for the system to respond to a user action.
• Uptime: The amount of time the application is operational and accessible to users.

This updated SRD includes the functional requirements for tracking expenses and savings as requested. Let me know if there are additional features or changes you'd like to include!