Development of a Personal Budgeting Application Using the Waterfall Model. Lorena Flores and Dr. Jacalyn Huband Department of Computer Science

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1 Development of a Personal Budgeting Application Using the Waterfall Model Lorena Flores and Dr. Jacalyn Huband Department of Computer Science

2 Abstract In today s volatile economy, it is more important than ever to know where our money is being spent. The purpose of this project was to create a personal budgeting tool. This tool will track a personal budget by categorizing spending data and making it available in various reports. The application consists of a database, and user interface developed using the Java language and tools. Development was carried out following the traditional waterfall model in which the requirements, design, implementation, and testing phases are carried out linearly.

3 Introduction The challenge presented by this project was to develop a simple budgeting application that would allow the user to: 1. View data of a particular transaction record. 2. Create an individual transaction record through the GUI. 3. Update a transaction record through the GUI. 4. Upload a list of transactions for the application to automatically process, categorize, and save to the database. 5. Delete transactions from the application. 6. Create reports of transaction data by categories and/or date ranges.

4 Methods - Waterfall Model Compared agile processes, XP programming in particular. The waterfall model was chosen to carry out this project due to its emphasis on establishing strong requirements and design before initiating the implementation phase.

5 Methods - Technologies Object Oriented Design Java language Relational Database Management System HSQLDB [4] Object Relational Mapping (ORM) Hibernate [4]

6 Layered Architecture [2]

7 Data Output Process Request transaction data User Transfer request details for processing User Interface Classes Request Transaction Data Refresh UI with new data Return requested data Business & Persistence Classes DB

8 Data Input Process Create Transactions File Upload Transactions File User Add a single transaction User Interface Classes Transfer data for processing Business & Persistence Classes Transfer data for storing DB

9 Domain Model

10 Results Req. #1: The application displays transactions in a table format with all its attributes (date, description, amount, category) Req. #4: The application reads data from a text file and interprets it to categorize and save as transaction records. Req. #6 The application allows the user to select date range, then displays the selected transactions in a grid, along with a pie chart showing the category distribution.

11 Conclusion -The Software ilities [1] Usability Maintainability Scalability Reliability Extensibility Security Portability

12 Conclusion Lessons Learned Steep learning curve in ORM technologies but time was well invested for gained understanding and ease of design refactoring Use lighter technology for user interface development. Don t Panic Plan, Act! The best way to attack a daunting task is to break it into smaller tasks. If it is still unmanageable, break it down again. Future Enhancements Capture and track more budgeting data (e.g. account balances, planned spending data) Convert it to a web application

13 References [1] The 7 Software -ilities You Need To Know. (2007). Retrieved April 11, 2010 from Codesqueeze: Ideas for building efficient developers and software: the-7-software-ilities-you-need-to-know/. [2] Bauer, C., & King, G. (2007). Java Persistence with Hibernate. New York: Manning Publications Co. [3] Deitel, H. M., & Deitel, P. J. (2003). Java: How To Program. New Jersey: Pearson Education, Inc. [4] Hemrajani, A. (2006). Agile Java Development with Spring, Hibernate and Eclipse. New York: Sams Publishing. [5] Hoffer, J. A., Prescott, M. B., & McFadden, F. R. (2005). Modern Database Management. New Jersey: Pearson Prentice Hall. [6] Rainsberger, J. B. (2004). JUnit Recipes: Practical Methods for Programmer Testing. New York: Manning Publications Co.