Budget Planner SOFTWARE REQUIREMENT SPECIFICATION. Professor: Dr. Doan Nguyen. Team Members: Bindu Madhavi K Khambam Suganya Srinivasan

Transcription

1 SOFTWARE REQUIREMENT SPECIFICATION Department of Computer Science, Sacramento State University Spring 2015 Budget Planner Professor: Dr. Doan Nguyen Team Members: Bindu Madhavi K Khambam Suganya Srinivasan

2 Table of Contents Goals... 3 Problem Statement... 3 Proposed Solution... 3 System Requirements... 5 Enumerated Functional Requirements... 5 Enumerated Non-Functional Requirements... 6 Class Diagram... 7 Functional Requirements Specification... 8 Stakeholders... 8 Actors and Goals... 8 Casual Description... 8 Use Case Diagram Use Case Descriptions Use Case Use Case Use Case Use Case Use Case Use Case Use Case Use Case Use Case Use Case Use Case Sequence Diagram Traceability matrix Software Model Used Tools Used User Interface Design and Implementation Test Cases Work Progress Future Enhancement Conclusion Learnings... 32

3 Customer Statement of Requirements Goals The objective is to design a sophisticated system which will help in planning, monitoring, and controlling the finances of your own, project or organization. Problem Statement Managing expenses is important for our rapidly-growing daily life. Long gone are the days when you had to sit down with a notepad and a sky-high stack of bills and receipts to figure out your income, expenses, and overall budgetary plan. These days there are all kinds of spreadsheets and programs that are meant to make your financial planning a lot easier and more efficient. But short of carrying your laptop around with you, these comprehensive budgeting and tracking measures are largely confined to you home. Managing personal expenses and incomes by an automated system really helps you stay disciplined to organize your finances, which is the first step of knowing your overall financial health. Maintaining a budget is like maintaining a bridge; Looking through your finances at regular intervals will allow to spot trends and see areas that can be improved way before it becomes a problem. Knowing your exact financial situation lifts a tremendous amount of stress off your shoulders because you don t have to worry about the unknown. But the Problem is how to maintain the budget efficiently and with ease and how to avoid overdraft fees, unexpected shortages, the minimum payment treadmill, and that sinking dread when you realize you actually couldn't afford to go out. Proposed Solution In order to fix the mentioned problems, we are designing an application Budget Planner that will help the users to plan budget more efficiently. Budget planner is an android application which helps in the financial management. Instead of having to track everything throughout the month, Budget planner lets you create customized categories in which you simply subtract from as you spend. Just add your expenses to the various categories and this app will tell you when you're running low on cash. Budget planner helps in planning and monitoring your budget to identify wasteful expenditures, adapts quickly as your financial situation changes, and achieve your financial goals. One can use this planning process to prioritize your spending and focus your money on the things that are most important to you. Household bills are probably the first set of expenses to address simply because most of them recur on a monthly basis. Once you have entered bills you can edit them monthly (at least the ones that vary), track their due dates on the calendar, set reminder alerts when they re due, and mark when

4 they have been paid. You can also break them down into several categories such as mortgage/rent, utilities (complete with subcategories like gas and electric), food, entertainment, and so on. And for other expenses, like those outside the home, you have the option not only to enter and categorize them in a variety of ways. Budget planner is a handy mobile tool for the finance management. This application is suitable for tracing your income and expense to construct a healthy finance. Budget Planner finance software is the perfect solution for managing your finances. You can organize your cash flow, expenses and bank accounts in one place. And easy to understand charts and graphs enable you to visualize how you re spending your money month-to-month.

5 System Requirements Enumerated Functional Requirements Identifier Priority Requirement REQ-1: Add paycheck 5 The App shall allow to add the amount receive. REQ-2: Add envelopes 5 The App shall allow to add categories. REQ-3: Amount Spent in categories 5 The App shall allow to add amount spent in particular categories. REQ-4: View all transactions 5 The App should allow to view all previous transactions REQ-5: Total Amount 5 The App should allow to see the total amount in categories and balance left. REQ-6: Amount earn in categories REQ-7: Change the Amount spent REQ-8: Change the Amount Earn 3 The App shall allow to add amount earn in particular categories. 3 The App should allow to change the amount spent if entered wrong. 3 The App should allow to change the amount earn if entered wrong. REQ-9: Transfers 2 The App should allow to transfer the amount from one category to another. REQ-10: Distribute the Money 2 The App should allow to distribute the money across categories. REQ-11: Import the data 1 The App should allow to import the data. REQ-12: Export the data 1 The App should allow to export the data. REQ-13: Overview of Budget 1 The App should allow to view overview of the transactions.

6 REQ-15: Graph Representation 3 The App will show the graph which will help the users to visualize the budget. REQ-16: Change Colors 2 The App shall allow to change the background colors. REQ-17: Allow pin 2 The App should allow to have secure pin in case users wants to secure their budget plan. Enumerated Non-Functional Requirements Identifier Priority Requirement REQ-14: Simple Design 4 App will have a simple design to enhance user experience. Each navigation will have a similar template to prevent confusion.

7 Class Diagram Interacts With System Mobile platform -Android OS Access Add Balance Add Categories Add amount spent Add amount Earn Add_Balance() Add_Categories() Add_amount_spent() Add_amount_Earn() Data representation Calls All_transaction_view() View_total_balance() Graphs_overview_view() Reports_view()

8 Functional Requirements Specification Stakeholders Budget planner is a handy mobile tool for the finance management. This application is suitable for tracing your income and expense to construct a healthy finance. In this busy life, this helps people understand the flow of money and plan their expenses accordingly. The stakeholders are parents, students and anyone who wish to keep track of their personal expenses. Actors and Goals Actors App User Android Goals To allow the user to track expenses To enter the expense details To download the app Casual Description Use Case Name Description Requirement UC-1 Login To login to the app app UC-2 Add balance To enter the balance amount Balance tab

9 UC-3 Add Categories To enter the categories bills UC-4 Distribute expense Distribute the expense based on the categories UC-5 Transfer the expense Transfer the bills Distributed tab Bills, transfer tab UC-6 Add amount spent To track the amount spent Balance tab UC-7 Add amount earn To enter the amount earned Balance tab UC-8 Change the amount To edit the expenses Balance tab UC-9 All Transactions Display all transactions Main screen Budget UC-10 Total Balance To display the total balance Main screen Budget UC-11 Graphs To see the graphical representation of expense Main screen Budget

10 Use Case Diagram Login Add Balance Add Categories Add Amount Spent Add Amount Earn change the Amount Actor All Transactions Total Balance Graphs - Overview Reports

11 Use Case Descriptions Use Case 1 Use Case (UC-1) Requirements Initiating Actors Actor s Goal Participating Actors Precondition Login App, Android phone Any Parents; students To Login Mobile, Android The customer has android phone and budget planner app. Post condition The user logs out Main Success Scenario 1. The user is able to login Use Case 2

12 Use Case (UC-2) Requirements Initiating Actors Actor s Goal Participating Actors Precondition Post condition Add Balance App, Mobile Any Parents; students To Add Balance Mobile, Android The customer logged into the app; The user should know balance amount The user logs out Main Success Scenario 1. The user adds balance and changes it Use Case 3 Use Case (UC-3) Requirements Initiating Actors Add Categories App Any Parents; students

13 Actor s Goal Participating Actors Precondition To Add categories (Clothes, Food, groceries) Mobile, Android The customer logged into the app; The user has the bills. Post condition The user logs out Main Success Scenario 1. The user adds the expense detail for clothes, food and groceries Use Case 4 Use Case (UC-4) Requirements Initiating Actors Actor s Goal Participating Actors Distribute the expense Bills, app, mobile User: Parents; students To distribute the expenses Mob, android

14 Precondition Post conditions The expense is distributed among food, groceries and clothes The pay check amount is distributed between the categories Main Success Scenario 1. The amount in the envelope is distributed among the categories to keep track of the expenses. Use Case 5 Use Case (UC-5) Requirements Initiating Actors Actor s Goal Participating Actors Precondition Post conditions Transfer the expense Bills, app, Mobile Users: Parents, students To transfer the expense Mob, android The user has different bills The user has transferred details from one bill to another

15 Main Success Scenario The bill details are entered and it is transferred to another Use Case 6 Use Case (UC-6) Requirements Initiating Actors Actor s Goal Participating Actors Add Amount Earned Amount earned, App Users: Parents, students To add amount earned Mobile, android Precondition The user has earned amount >0 Post conditions The user can see balance amount in the app Main Success Scenario The app allows to enter balance amount and displays correctly.

16 Use Case 7 Use Case (UC-7) Requirements Initiating Actors Actor s Goal Participating Actors Add Amount spent App Users: Parents, students To add amount spent Mobile, android Precondition The user has spent some amount > 0 Post conditions The user is able to add the amount spent successfully Main Success Scenario The amount is added and balance is reflected correctly

17 Use Case 8 Use Case (UC-8) Change the amount Requirements Bills, app, Mobile Initiating Actors Actor s Goal Users: Parents, students To edit the expenses Participating Actors Precondition Post conditions Mobile, android The user has entered the expenses The user has updated the expense amount Main Success Scenario The expense amount can be edited and updated with the new amount

18 Use Case 9 Use Case (UC-9) All Transactions Requirements Bills, app, Mobile Initiating Actors Actor s Goal Users: Parents, students To display all the transactions Participating Actors Precondition Post conditions Mobile, android The user has entered the transactions The user is able to view all the transactions Main Success Scenario The user is able to view all the entered transactions

19 Use Case 10 Use Case (UC-10) Total Balance Requirements Bills, app, Mobile Initiating Actors Actor s Goal Users: Parents, students To display the total balance Participating Actors Precondition Post conditions Mobile, android The user has entered all expense amount The user is able to view the total balance Main Success Scenario The user is able to view the total balance available after all the expense

20 Use Case 11 Use Case (UC-11) Graphs Requirements Bills, app, Mobile Initiating Actors Actor s Goal Users: Parents, students To display the total balance Participating Actors Precondition Post conditions Mobile, android The user has entered all expense amount The user is able to view the graphical representation of expenses Main Success Scenario The graphical representation of all the expenses is displayed to the user

21 Sequence Diagram MOBILE INTERFACE LOGIN ADD BALANCE AMOUNT SPENT AMOUNT EARNED GRAPHS USER Login to App Enter the Balance Balance Info is Displayed Enter the Amount Spent Remaining Amount Info is displayed Enter the Amount Earned Amount Earned Info is displayed Ask for Info in Graphs Graphical Info displayed

22 Traceability matrix UC- 1 UC- 2 UC- 3 UC- 4 UC- 5 UC- 6 UC- 7 UC- 8 UC- 9 UC- 10 UC- 11 REQ-1:Add paycheck REQ-2:Add envelopes REQ-3: Amount spent in categories REQ-4:View all Transactions REQ-5:Total amount REQ-6:Amount earn in categories REQ-7:Change the amount spent REQ-8: Change the amount earn REQ-9: Transfers REQ-10: Distribute the money REQ-11: Import the data REQ-12: Export the data REQ-13: Overview of budget REQ-14: Simple Design REQ-15: Graph Representation REQ-16: Change Colors REQ-17: Allow pin Total PW

23 Software Model Used Model used for Budget planner application was water-fall model. As it s simple to understand and best suited for the project of two members. Easy to manage. Phases are processed and completed one at time. It worked for the budget planner as requirements were clear.

24 Tools Used Android SDK Android SDK is a set of development tools to create applications for Android Mobile Platform or Android powered mobile devices. This development kit includes a debugger, libraries and handset emulator with proper documentation and tutorials. Eclipse is the officially supported IDE for Android SDK. Android Development Plugin (ADT) is needed to run this SDK on Eclipse. Android Phone When building mobile phone applications, it is necessary to test on a real mobile phone device before releasing to the users. Android Dev Phone is a SIM and Hardware unlocked phone used by developers to test their applications. This device fully supports Android. Eclipse Eclipse is a universal tool kit for software development, it s a multi-language development platform comprising of an Integrated Development Environment (IDE and plugins to extend the functionality. User Interface Design and Implementation.

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28 Test Cases Test Steps Description Expected Results Actual Results /Fail Remarks Case ID No. TC1 Step 1 Open app in The Budget Planner The Budget the android phone screen should be displayed with Budget Planner displayed in the header with the Balance, bills, clothes and Food fields planner screen is displayed successfully with Budget Planner displayed in header with the Balance, bills, clothes and Food fields TC2 Add Distribute balance amount TC3 Step 1 Step 2 Click the in the Budget Planner screen to enter paycheck amount Enter the categories and the amount for the categories Step 3 Check if the balance is displayed after the amount is distributed among categories Transfer Bills Step 1 Click the in the Budget Planner screen to navigate to Transfer bills page Step 3 Choose the bill category from the bills dropdown and enter the description The entered paycheck amount should be displayed in the screen The entered categories and the amounts should be displayed The balance should be displayed after the amount is distributed among categories The user should be able to view a Transfer pop up screen The user should be able to choose the bill category from dropdown and enter the bill description and The entered pay check amount is successfully displayed in the screen The entered categories and the amounts should be displayed successfully The balance is displayed after the amount is distributed among categories The user clicks on the and navigates to transfer page The user chooses the category from the bills dropdown box and enters the

29 and amount to be transferred amount to be transferred description and amount TC4 TC5 TC6 Step 4 The user clicks ok and the amount is reflected in the Budget screen Add More Categories Step 1 Click the + to add more categories to budget screen Add amount earned Step 1 Click on to navigate to Add amount earned page Step 2 The user enters the description, the amount earned and selects the date of transaction Step 3 The user clicks ok and the amount is entered Add amount spent Step 1 Click on to navigate to Amount spent page Step 2 The user enters the description and the amount spent The amount should be reflected in the budget screen once the user clicks ok The user should be able to add more categories by clicking on + symbol The user should be able to view the Add amount earned pop up box The user should be able to enter the amount earned description, amount and select date of transaction The user should be able to see the amount earned after clicking ok The user should be able to view the Amount spent pop up box The user should be able to enter the amount earned description and the amount The amount is changed in the budget screen after clicking ok The user clicks on + and is able to add more categories The user clicks on and is able to view the Add amount earned pop up box The user enters the amount earned, description and also selects the date of transaction The user clicks ok and is able to see the amount earned The user clicks on and is able to view the Add amount spent pop up box The user should be able to enter the amount spent description and the amount Step 3 The user clicks ok and the amount is entered The user should be able to see the amount spent after clicking ok The user clicks ok and is able to see the amount spent details

30 TC7 TC8 TC9 Change color Step 1 Click on the brush icon to change the color of header Total Balance Step 1 Check the Total Balance in the Balance tab View Graphs The user should be able to change color of header by clicking on the brush icon The user should be able to view the Total Balance in the Balance Tab The user clicks on the brush icon and changes the color of the header The user is able to see the Total Balance displayed in Balance tab TC10 Step 1 Check if graph of transactions is displayed balance tab page All Transactions Step 1 Click All Transactions in Main page The user should be able to view the graph of transactions in balance tab page The user should be able to view all the transactions The user is able to view the Total graph of transactions in balance tab page The user clicks on All Transactions and the transactions are displayed

31 Work Progress WEEK NUM # WORK PLAN COMMENTS Feb Ground work and Building the required framework Requirement Analysis Phase ( 1 week ) Feb 24 Mar 3 Mar 3 17 Implementation of GUI for Components ( Login Screen) Implementation of Adding the expenses based on categories module. Implementation phase ( 6 weeks) Mar Implementation of viewing Income and Expense log module. Mar 24 Apr 2 Implementation of Browsing History and checking balance module Apr 2-6 Work on bringing up a GUI for the tool Results Apr 6-9 Capturing snapshots of results and start working on the final report. Review/Enhancement s and Final Report Writing Phase Future Enhancement IOS application Generating Reports Send reminders to user Alerts through Overdraft protection Linking the App and having a automatic payment.

32 Conclusion Android Budget Planner app helps to budget your money, track your spending, and stay in control of your finances. It will prove to be helpful for people who are frustrated with their daily budget management It will help users to overcome the wastage of money This app gives access to your balances, allows you to add, view, and edit transactions, and gives you some insight into your spending history. Learnings Principles/Concepts learning in software engineering course which contributed to our final project are as follows Plan and deliver an effective software engineering process, based on knowledge of software development lifecycle models. Employ group working skills including general organization, planning and time management and inter-group negotiation. Translate a requirements specification into an implementable design, following a structured and organized process. Effective documentation which helped us understand, maintain and make further changes in the future.