Track Daily Expenses
Log every purchase in seconds and keep a running record of exactly where your money goes each day.
trackitIQ
by
Gizingle Singh
Gizingle Singhcreate a saas to track daily expenses
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System Requirements
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trackitIQ System Requirements Document
1. Introduction
trackitIQ is a Software as a Service (SaaS) platform designed to help individuals manage their daily expenses and budgets effectively. The platform aims to provide users with tools to track their spending, set budget goals, and gain insights into their financial habits.
2. System Overview
trackitIQ is intended to be a user-friendly platform that empowers individuals to take control of their personal finances. By offering a suite of features focused on expense tracking and budget management, trackitIQ will cater to users in India, considering locale-specific defaults such as currency (INR) and timezone (IST).
3. Functional Requirements as Story Points
- As an Individual User, I should be able to track my daily expenses.
- As an Individual User, I should be able to categorize my expenses.
- As an Individual User, I should be able to set monthly budget goals.
- As an Individual User, I should be able to view reports on my spending habits.
- As an Individual User, I should be able to receive alerts when I am close to exceeding my budget.
- As an Individual User, I should be able to manage my own budget.
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4. User Personas
- Individual User: A person who uses trackitIQ to manage personal finances, track daily expenses, and set budget goals.
5. Core User Flows
- Individual User logs into trackitIQ -> Inputs daily expenses -> Categorizes expenses -> Sets monthly budget goals -> Receives alerts for budget limits -> Views spending reports.
6. Visuals Colors and Theme
- primary: #1A73E8 (a calming blue to instill trust and reliability)
- primary_light: #E8F0FE (a lighter blue for hover states and secondary UI)
- secondary: #34A853 (a green to signify growth and financial health)
- accent: #FBBC05 (a vibrant yellow for CTAs and active states)
- highlight: #EA4335 (a red for alerts and notifications)
- bg: #FFFFFF (a clean white background for clarity)
- surface: #F1F3F4 (a light grey for cards and panels)
- text: #202124 (a dark grey for primary text)
- text_muted: #5F6368 (a softer grey for secondary text)
- border: #DADCE0 (a subtle grey for borders)
7. Signature Design Concept
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Interactive Budget Wheel
The homepage of trackitIQ will feature an interactive budget wheel. This wheel will visually represent the user's budget categories and their current spending. Users can click on different segments of the wheel to expand them and view detailed information about their spending in that category. The wheel will dynamically update as users input new expenses, providing a real-time visual representation of their financial status.
- Animations: The wheel will smoothly rotate and expand segments using
motion/reactfor animations. - Interactions: Hovering over a segment will highlight it, and clicking will expand it to show more details.
- Color Shifts: As users approach their budget limits, the segment colors will shift from green to red.
- Responsive Design: The wheel will resize and adjust for mobile and desktop views.
LANDING HERO MOTION BRIEF
The landing page will feature a dynamic illustration of a person managing their finances. The scene will show inputs like receipts and coins flowing into a central budget planner, which then transforms into a clear, organized budget overview. This animation will loop every 10 seconds, emphasizing the transformation from chaos to clarity. The animation will be built using CSS and motion/react for smooth transitions.
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8. Interaction Model & Motion Direction
- Interaction Model: Animated
- The landing page will feature moderate scroll-triggered reveals and hover transitions.
- Interactive elements will have spring physics for a polished feel.
- Internal Pages: Static
- Focus on layout clarity with minimal motion for dashboards and settings.
9. Non-Functional Requirements
- The system shall support high availability and be accessible 24/7.
- The platform must ensure data security and user privacy.
- The application should be responsive and perform well on both desktop and mobile devices.
10. Tech Stack
- Frontend: React for Web
- Backend: Python, FastAPI
- Database: MySQL or MariaDB, using Alembic for migrations
- Local Orchestration: Docker, docker-compose
- Server-side Orchestration: Kubernetes
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11. Assumptions and Constraints
- The platform will primarily target users in India, using INR as the default currency.
- The system must comply with local data protection regulations.
- Users will have internet access to use the platform.
12. Glossary
- SaaS: Software as a Service
- INR: Indian Rupee
- IST: Indian Standard Time
- CTA: Call to Action
This document outlines the requirements for trackitIQ, ensuring a comprehensive understanding of the system's functionality and design.
Personal finance, simplified
Take Control of Your Finances
trackitIQ helps individuals managing their own budgets track daily expenses, categorize spending, and set monthly goals — turning scattered receipts and stray coins into one clear, organized budget overview.
From expense chaos to budget clarity — automatically, every month.
Chaos
Clarity
Core Features
Everything you need to manage your own budget
trackitIQ gives individuals a simple, focused toolkit for staying on top of daily spending and long-term financial goals.
Categorize Spending
Sort transactions into clear categories so you can see which areas of life are costing you the most.
Set Budget Goals
Define monthly budget limits for each category and track your progress toward staying on target.
View Reports
Turn your spending history into clear reports that reveal patterns and help you plan ahead.
Receive Alerts
Get timely notifications when you are close to exceeding a budget, so surprises never sneak up on you.
69%Budget UsedApproaching limit
- Food25%
- Transport15%
- Entertainment30%
- Utilities20%
- Others10%
Signature Feature
See Your Budget at a Glance
The trackitIQ budget wheel turns every rupee you plan into a single, living picture. Each slice represents a category — Food, Transport, Entertainment, Utilities, and Others — sized by how much of your monthly budget it holds.
Updates in real time
Log an expense and the wheel recalculates instantly, so your spending picture is always current — no manual refresh required.
Drill down when you sign in
Inside your dashboard, click any segment to expand it and see individual transactions behind the numbers.
How the color-shift works
Below 60%
You're comfortably within your category budget.
60% – 85%
Spending is picking up pace — worth keeping an eye on.
Above 85%
You're close to or over the category's limit.
Manage your own budget, your own way
Ready to take control of your finances?
Join individuals across India who track daily expenses, set monthly budget goals, and stay ahead of overspending with trackitIQ — all in one simple dashboard.
No credit card required
Personal finance, simplified
Take Control of Your Finances
trackitIQ helps individuals managing their own budgets track daily expenses, categorize spending, and set monthly goals — turning scattered receipts and stray coins into one clear, organized budget overview.
From expense chaos to budget clarity — automatically, every month.
Chaos
Clarity
Core Features
Everything you need to manage your own budget
trackitIQ gives individuals a simple, focused toolkit for staying on top of daily spending and long-term financial goals.
Track Daily Expenses
Log every purchase in seconds and keep a running record of exactly where your money goes each day.
Categorize Spending
Sort transactions into clear categories so you can see which areas of life are costing you the most.
Set Budget Goals
Define monthly budget limits for each category and track your progress toward staying on target.
View Reports
Turn your spending history into clear reports that reveal patterns and help you plan ahead.
Receive Alerts
Get timely notifications when you are close to exceeding a budget, so surprises never sneak up on you.
69%Budget UsedApproaching limit
- Food25%
- Transport15%
- Entertainment30%
- Utilities20%
- Others10%
Signature Feature
See Your Budget at a Glance
The trackitIQ budget wheel turns every rupee you plan into a single, living picture. Each slice represents a category — Food, Transport, Entertainment, Utilities, and Others — sized by how much of your monthly budget it holds.
Updates in real time
Log an expense and the wheel recalculates instantly, so your spending picture is always current — no manual refresh required.
Drill down when you sign in
Inside your dashboard, click any segment to expand it and see individual transactions behind the numbers.
How the color-shift works
Below 60%
You're comfortably within your category budget.
60% – 85%
Spending is picking up pace — worth keeping an eye on.
Above 85%
You're close to or over the category's limit.
Manage your own budget, your own way
Ready to take control of your finances?
Join individuals across India who track daily expenses, set monthly budget goals, and stay ahead of overspending with trackitIQ — all in one simple dashboard.
No credit card required
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