Transcript WEB TOOL Development

WEB TOOL Development
“iFamily Budget Management" –
iFiscus
Web Tool Development
Overview of all Need analyses of the respective partner countries
without exception identify :
The need of family budget tool, as in all countries the vast majority of
the respondents admit they do not have the support of an effective tool
to plan their family budget.
The results indicate strong necessity of training or at least instructions
on how to use the family budget web-tool which is to be developed
within the project duration.
Web Tool Development
Suggestions for the main functionalities of the Web Tool
Points taken into consideration:
 The tool should be user friendly and easy to navigate
 The tool should take into account the target group (adults) and their
possible difficulties in working with that type of applications and
materials.
The suggested functionalities have been discussed with an IT provider.
They are not final – partners’ comments/recommendations/ideas are very
welcome.
Web Tool Development
The following functionalities to be considered as most important by most
respondents:
 to show balance of the month or year
 to provide overview of all your savings and costs
 to be safe and secured
 with easy-to-use dashboard and interface
 to remind you of upcoming due dates
 possibility to add manually more cost categories, and sources of income
at any time
 assurance of household document management space – invoice, picture
 offer a version on mobile devices
 to calculate average spending in every category
Web Tool Development
To be discussed:
 The tool General Characteristics
- Accessibility:
Easy to use (simple menu); downloadable on PC/mobile;
creating online profile/user account; possibility to work with tool in an
offline mode; option to set password to protect others to get into the tool;
automatic time out option, etc.
 Tool Functionalities
 Tool Design:
common corporate design; different colours on:
Income = Green, Expenditures: Orange, Balance= Blue, Alerts = red;
visual graphics (showing income/expenditures and also by categories)
Tool Functionalities
•
preview (ability to show) of weekly / monthly/ yearly expenditure
•
possibility to set income sum
•
different currency option
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ability to set deadline for payments with reminders/alerts
•
preview (ability to show) proportion of : income – expenditure – balance
•
pre-set categories for income and expenditure (with possibility to edit categories)
•
tool generating “alerts” or “pop up” windows ( e.g in case of bad budgeting )
•
ability to set saving target:
•
notes
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possibility to cooperate with other apps (e.g. DropBox)
•
Back-up data (incl. export in CVS, xls)
Thank you for your attention!