temboz -
Thufir Requirements
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Use cases
Track where the money is going
Catch bank errors or credit card fraud
Track assets for insurance purposes
Support financial goals
Must-haves
Open database format, preferably SQLite
fully web-based UI
Double-entry book-keeping under the hood (even if this is not necessarily reflected in the UI), using the data model recommended at:
¤
http://homepages.tcp.co.uk/~m-wigley/gc_wp_ded.html
support for multiple currencies
efficient data entry, with auto-completion as much as possible
smooth and efficient reconcilation with statements
use BCD math internally, or floating-point with guard digits, well-defined rounding rules
use tagging rather than rigid hierarchies
Use inspiration from
¤
Wesabe
Ajax-y goodness
manage assets, including photos thereof for insurance purposes
ability to attach scanned PDF invoices to a transaction
one-click handling of common transactions, e.g. ATM withdrawals
ability to email transactions for recording in shorthand, e.g.
"walgreens $5.10 yesterday"
Misc
Possible inspirations for UI:
¤
http://37signals.com/better/bank/
¤
http://outright.com/
¤
http://www.mint.com/
¤
http://www.jqplot.com/index.php