Scope Document - Budget Tracker App for Digital Nomads

Product Brief

High Level Overview: The Budget Tracker App is a mobile application designed specifically for digital nomads in Mexico. It focuses on managing personal finances, tracking spending in multiple currencies, and setting budgets with a user-friendly interface.

Product Information

• The app will be developed for both iOS and Android platforms to ensure wide accessibility.
• Key features will include Multi-Currency Support, Expense Categorization, Integration with Financial Institutions, Budgeting Goals and Alerts, Simple and Clean Interface, Security Features, Offline Functionality, Reporting and Insights, and Community or Social Features.
• User interface considerations will be determined after consulting with a professional designer and exploring design inspirations.

Users

Name	Description
Registered User	Users who have created an account and can track expenses, set budgets, and use all other features of the app.
Guest User	Users who have not registered but can view the app interface and certain features with limited functionality.

Pages

Name	Description
Dashboard	Main page displaying an overview of the user's financial status, including current balance, recent transactions, and budget alerts.
Transaction Log	A detailed list of all user transactions categorized by type, date, and currency.
Budget Goals	Page where users can set and edit their budgeting goals and receive alerts.
Reports	Visual analytics and reports page that helps users understand their spending habits and compare spending across different periods.
Community	A social feature page where users can share financial tips and budget-friendly spots.
Settings	Page for adjusting app settings, managing linked accounts, and configuring security preferences.

High-level Features

Flow	Description	User	Page
Multi-Currency Tracking	Track expenses in various currencies with real-time conversion rates.	Registered User	Transaction Log
Expense Categorization	Categorize expenses with customizable categories relevant to digital nomads.	Registered User	Transaction Log
Automatic Transaction Import	Automatically import transactions from linked financial institutions.	Registered User	Transaction Log
Budgeting and Alerts	Set budgeting goals and receive alerts when nearing limits.	Registered User	Budget Goals
Offline Access	Access key features of the app without an internet connection.	Registered User	Various
Community Engagement	Engage with other digital nomads through community features.	Registered User	Community

Workflows

Expense Tracking Workflow: The user logs in, navigates to the Transaction Log, adds a new transaction with details, and categorizes it. The app automatically converts the amount to the user's base currency and updates the dashboard.

Budget Setting Workflow: The user sets a budget goal by specifying the limit and categories. The app tracks expenses against these goals and sends alerts as the user approaches the set limits.

Other Notes

• Design elements and color schemes will be decided after reviewing design inspirations or consulting with a designer.
• The app will not include tax guidance or reminders as per the user's request.
• Security features will be a high priority, with considerations for data encryption and secure login processes.