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