Develop a Personal Finance Management System

Develop a Personal Finance Management System that meets the following characteristics:

 

  • Management of Types of Expenditures (Ex: expenditure, investment, cost, etc.)
  • Management of Income Types (Ex: Base Salary, Overtime, Commissions, etc.)
  • Line Management / Classifications of Expenditures (Ex: Food, Fuel, Recreation, etc.)
  • Payment Types Management (Cash, Card, Check, etc.)
  • Exit Management (Ex: Supermarket Purchase, Grocery Shopping, Refueling, etc.)
  • Income Management (Ex: College Base Salary, Base Salary Consultant AXP, Consultant Bonus, etc.)
  • User Management
  • Transaction Log
  • Monthly Cutting Process
  • A query by criteria (Ex: Transactions per user, date, Type of Expenditure, etc.)
  • A cut report: between dates, per user, etc.
  • Developed in the latest version of .NET framework

Minimum Data to Store: Types of Expenditures

  • Identifier
  • Description
  • State

Minimum Data to be Stored: Types of Income

  • Identifier
  • Description
  • State

Minimum Data to be Stored: Exit Lines

  • Identifier
  • Description
  • State

Minimum Data to be Stored: Type of Payments

  • Identifier
  • Description
  • State

Minimum Data to Store: Management of Expenditures

  • Identifier
  • Exit type
  • Exit Line
  • Default Payment Type
  • Description
  • State

Minimum Data to Store: Income Management

  • Identifier
  • Type of income
  • Description
  • Institution / Employer / Client
  • State

Minimum Data to Store: Users

  • Identifier
  • First name
  • Identification card
  • Limit of Expenses (Give a warning to the user when in a month exceeds said amount)
  • Type of Person (Physical / Legal)
  • Cutoff date
  • State

Minimum Data to Store: Transaction Log

  • Transaction No.
  • Type of Transaction (Income / Exit)
  • User
  • Expense or Income
  • Payment type
  • Transaction date
  • Registration date
  • Transaction Amount
  • CR Card No.
  • Commentary
  • State

 

 

 

 

Minimum Data to Store: Process Cut

  • Identifier
  • Year
  • Month
  • Cutoff date
  • Initial balance
  • Total income
  • Total Expenses
  • Balance at Court

Also, Program need to have:

  • Menu
  • Login Screen
  • CRUDs (maintenance)
  • Flexible consultations
  • Security (Login and Access to Role Options as administrator and common user)
  • Validations of each item
  • Processes
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