4.1 KiB
4.1 KiB
Requirements: SimpleFinanceDash
Defined: 2026-04-02 Core Value: Opening the app should feel like opening a beautifully designed personal spreadsheet — clean pastel colors, clear data layout, approachable and visually delightful. The UI IS the product.
v2.0 Requirements
Requirements for UX Simplification & Design Rework. Each maps to roadmap phases.
Design System
- DS-01: User sees sharp-edged UI across all pages (no rounded corners)
- DS-02: User sees clear pastel colors that are visibly colorful, not washed out
- DS-03: User sees a clean, minimal layout with generous whitespace
Setup Wizard
- SETUP-01: New user is guided through a 3-step wizard: income → recurring items → review
- SETUP-02: User sees pre-filled common budget items with sensible default amounts (~15-20 items: rent, groceries, car insurance, utilities, etc.)
- SETUP-03: User can skip any wizard step or the entire wizard
- SETUP-04: User sees a live "remaining to allocate" balance updating as items are selected in the wizard
- SETUP-05: User's template is created from wizard selections on completion
Auto-Budget
- AUTO-01: User's monthly budget is auto-created from template when visiting a month for the first time
- AUTO-02: User sees a toast notification on the first auto-creation only
- AUTO-03: Auto-creation uses the user's configured currency, not a hardcoded default
Budget View
- BV-01: User can add one-off items to the monthly budget via an inline sheet panel (from category library)
- BV-02: Quick Add page is removed from navigation
- BV-03: User sees empty state with clear CTA when template, budget, or dashboard is empty
Dashboard
- DASH-01: Dashboard correctly displays budget and spending data the user entered
- DASH-02: Dashboard shows this month's budget at a glance (simplified view, not chart overload)
- DASH-03: Dashboard shows summary cards for income, expenses, and balance
v3 Requirements
Deferred to future release. Tracked but not in current roadmap.
Analytics & Insights
- ANALYTICS-01: User can see spending trends over months
- ANALYTICS-02: User gets income-based spending recommendations by category
Integrations
- IMPORT-01: User can import actuals from CSV/bank export
- IMPORT-02: User can import recurring transactions automatically
Polish
- POLISH-01: User can use the app in dark mode
- POLISH-02: User sees "Review your template" prompt after 3 months of use
- POLISH-03: User sees "Edit template" shortcut link from budget view
Out of Scope
| Feature | Reason |
|---|---|
| AI-suggested budget amounts | Requires spending history that new users don't have; static defaults sufficient |
| Mandatory wizard (no skip) | Anti-feature — patronizing for returning users; YNAB removed forced onboarding |
| 6+ step wizard | Drop-off increases sharply beyond 3 steps |
| Bank account sync (Plaid) | High infrastructure/security cost for self-hosted tool |
| Shared/household budgets | Single-user app; future consideration |
| Mobile-first optimization | Desktop-first; basic responsiveness only |
| Keep Quick Add as separate page alongside inline add | Two surfaces for same action creates confusion |
Traceability
Which phases cover which requirements. Updated during roadmap creation.
| Requirement | Phase | Status |
|---|---|---|
| DS-01 | — | Pending |
| DS-02 | — | Pending |
| DS-03 | — | Pending |
| SETUP-01 | — | Pending |
| SETUP-02 | — | Pending |
| SETUP-03 | — | Pending |
| SETUP-04 | — | Pending |
| SETUP-05 | — | Pending |
| AUTO-01 | — | Pending |
| AUTO-02 | — | Pending |
| AUTO-03 | — | Pending |
| BV-01 | — | Pending |
| BV-02 | — | Pending |
| BV-03 | — | Pending |
| DASH-01 | — | Pending |
| DASH-02 | — | Pending |
| DASH-03 | — | Pending |
Coverage:
- v2.0 requirements: 17 total
- Mapped to phases: 0
- Unmapped: 17 ⚠️
Requirements defined: 2026-04-02 Last updated: 2026-04-02 after initial definition