SRS for Expenses Tracker Application 1

Software Requirements Specification

for
Expenses Tracker Application
Version 1.0 approved
Prepared by Shabenoor Khanam
Enroll No: 2021-301-195

Copyright © 2024 by Shabenoor Khanam. Permission is granted to use, modify, and distribute this document
SRS for Expenses Tracker Application 2

Table of Contents
1. Introduction ………………………………..………………………………..………………………………..3
• 1.1 Purpose ………………………………………………………………………………………………3
• 1.2 Scope ………………………………………………………………………………………………….4
• 1.3 Definitions, Acronyms, and Abbreviations……………………………………………3
2. Overall Description……………………………..………………………………..………………….………3
• 2.1 Product Perspective …………………………………………………………………………….3
• 2.2 Product Features …………………………………………………………………………………3
• 2.3 User Classes and Characteristics ………………………………………………………….3
• 2.4 Operating Environment ……………………………………………………………………….4
3. Specific Requirements …………………………..……………………………..…………………………4
• 3.1 External Interface Requirements…………………………………………………………4
• 3.1.1 User Interfaces .…………………………………………………………………….4
• 3.1.2 API Interfaces …………………………………………….………………………….4
• 3.2 Functional Requirements ……………………………………….…………………………..4
• 3.2.1 User Authentication …………………………………….………………………..4
• 3.2.2 Expense Management …………………………………………………………..4
• 3.2.3 Expense Categorization ..……………………………………………………….4
• 3.2.4 Reporting ………………………………………………………………………………4
• 3.2.5 Visualization ………………………………………………………………………….5
• 3.3 Non-Functional Requirements …………………………………………………………….5
• 3.3.1 Performance ………………………………………………………………………….5
• 3.3.2 Security …………………………………………………………………………………5
• 3.3.3 Usability ………………………………………………………………………………..5
4. Testing Requirements…………………………..…………………………..………………………………5
• 4.1 Unit Testing ………………………………………………………………………………………..5
• 4.2 Integration Testing………………………………………………………………………………5
• 4.3 System Testing…………………………………………………………………………………….5
• 4.4 User Acceptance Testing (UAT) ……………………………………………………………6
5. Maintenance and Support……………………………..……………………………..…………………6
• 5.1 Maintenance ..……………………………………………………………………………………6
• 5.2 Support ………………………………………………………………………………………………6
6. Other Requirements…………………………..………………………………..………………………….6
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1. Introduction
1.1 Purpose
The purpose of this document is to specify the requirements for the development
of an expenses tracker software, outlining its functionalities, interfaces, and
constraints.
1.2 Scope
The expenses tracker software will allow users to track their financial expenses,
categorize them, generate reports, and visualize spending patterns. It will cater to
individual users seeking to manage their personal finances efficiently.
1.3 Definitions, Acronyms, and Abbreviations
• SRS: Software Requirements Specification
• UI: User Interface
• API: Application Programming Interface

2. Overall Description
2.1 Product Perspective
The expenses tracker software will be a standalone application accessible via web
browsers or mobile devices. It will interact with a backend database to store user
data securely.
2.2 Product Features
1. User Authentication: Allow users to register accounts and log in securely.
2. Expense Management: Enable users to add, edit, and delete expenses.
3. Expense Categorization: Allow users to categorize expenses by type (e.g.,
groceries, utilities, loans, bills).
4. Reporting: Generate reports on expenses over specific time periods or by
category.
5. Visualization: Provide visualizations (e.g., charts, graphs) to help users
understand their spending habits.
2.3 User Classes and Characteristics
• Regular Users: Individuals who want to track their personal expenses.
• Admin Users: Administrators who can manage user accounts and system
settings.
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2.4 Operating Environment

The system should be accessible via modern web browsers (e.g., Chrome, Firefox)
and mobile devices (iOS, Android).

3. Specific Requirements
3.1 External Interface Requirements
3.1.1 User Interfaces
1. Login Page: Allows users to log in to their accounts.
2. Registration Page: Enables new users to create accounts.
3. Dashboard: Displays summary information and links to different features.
4. Expense Form: Allows users to add or edit expenses.
5. Reports Page: Shows graphical representations of expenses.
3.1.2 API Interfaces
• Expenses API
3.2 Functional Requirements
3.2.1 User Authentication
1. Registration: Users must register with a unique email address and
password.
2. Login: Users can log in with their email and password.
3. Password Security: Passwords must be securely stored using encryption.
3.2.2 Expense Management
1. Add Expense: Users can add new expenses, including date, amount, and
category.
2. Edit Expense: Users can edit existing expenses.
3. Delete Expense: Users can delete expenses.
4. Expense Sorting: Expenses should be sorted by date.
3.2.3 Expense Categorization
1. Assign Category: Users can assign categories to expenses.
2. Customizable Categories: Categories should be customizable by users.
3.2.4 Reporting
1. Generate Report: Generate reports on expenses for specified time periods.
2. Report Details: Reports should include total expenses and breakdown by
category.
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3.2.5 Visualization
1. Graphical Representation: Provide visualizations such as pie charts or bar
graphs.
2. Interactivity: Visualizations should be interactive and customizable.
3.3 Non-Functional Requirements
3.3.1 Performance
1. Responsiveness: The system should respond to user actions within 2
seconds.
2. Scalability: The system should handle concurrent user sessions without
significant performance degradation.
3.3.2 Security
1. Data Encryption: User data must be encrypted during transmission and
storage.
2. Access Control: Access to sensitive features (e.g., user management) should
be restricted to admin users.
3.3.3 Usability
1. Intuitive UI: The UI should be intuitive and easy to navigate.
2. Error Handling: The system should provide helpful error messages for user
input validation.

4. Testing Requirements
4.1 Unit Testing
• Each component/module of the software should undergo unit testing to
ensure its functionality meets the requirements.
• Unit tests should cover both positive and negative scenarios.
4.2 Integration Testing
• Integration testing should verify that different modules/components work
together seamlessly.
• Test cases should validate data flow and communication between modules.
4.3 System Testing
• System testing should validate the entire software system against functional
and non-functional requirements.
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• Test cases should cover end-to-end scenarios, including user interactions

and system responses.
4.4 User Acceptance Testing (UAT)
• UAT should involve end-users testing the software to ensure it meets their
expectations and needs.
• Test cases should simulate real-world usage scenarios.

5. Maintenance and Support

5.1 Maintenance
• Corrective Maintenance: Addressing and fixing defects or issues reported
by users.
• Adaptive Maintenance: Making changes to the software to adapt to
changes in the operating environment (e.g., new browser versions).
• Perfective Maintenance: Enhancing the software to improve performance,
usability, or add new features.
5.2 Support
• Provide technical support to users via email, chat, or a support ticket
system.
• Offer documentation and user guides to help users troubleshoot common
issues.

6. Other Requirements

• Localization and Internationalization: Support multiple languages and

currencies to accommodate users from different regions.
• Data Backup and Recovery: Implement automated backup mechanisms to
prevent data loss and enable data recovery in case of system failure.
• Cross-Platform Compatibility: Ensure the software functions seamlessly
across different operating systems and devices to provide a consistent user
experience.
• Data Privacy and Compliance: Adhere to data protection regulations such as
GDPR, including features for data anonymization, user consent
management, and privacy controls.
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• Error Logging and Monitoring: Implement logging mechanisms to track

errors and system events for troubleshooting, as well as monitoring tools to
ensure system health.
• Offline Mode with Synchronization: Enable users to access the software
offline and synchronize data once an internet connection is restored to
ensure continuous functionality.
• Customization and Personalization: Provide options for users to customize
their experience, such as choosing themes, configuring dashboard layouts,
and setting notification preferences.
• Integration with Third-Party Services: Integrate with external services like
banking APIs or accounting software to enhance functionality and
streamline workflows.
• User Feedback and Improvement: Gather user feedback through surveys or
feedback forms and incorporate user suggestions into future updates to
enhance user satisfaction.
• Accessibility: Ensure the software is accessible to users with disabilities,
complying with accessibility standards such as WCAG, to provide an
inclusive user experience.
• Comprehensive Documentation and Training: Provide user guides, tutorials,
and documentation to help users understand and utilize the software
effectively.
• Scalability: Design the software to handle a growing number of users and
data volume without compromising performance to accommodate future
growth.
• License and Subscription Management: Implement features for managing
user licenses or subscriptions, including renewal reminders, payment
processing, and account management functionality.

These points cover various aspects such as usability, security, compliance, user
experience, and system performance, ensuring the Expenses Tracker software
meets the needs of users and stakeholders effectively.