Expense Tracker Application

Design Document

Version 1.0

Group Id: F24PROJECT9D912

Supervisor Name : Dr. Muhammad Salman Bashir

 Revision History
Date Version Description Author
(dd/mm/yyyy)
27/02/2025 1.0 The Expense Tracker Application is BC200408650
a straightforward yet effective web-
based solution that assists users in
managing their personal or business
expenditures.

It provides an easy way to log

income and expenses, classifying
transactions, and monitoring
spending patterns through the use of
graphic reports and charts.
 Table of Contents

1. Introduction of Design Document

2. Entity Relationship Diagram (ERD)

3. Sequence Diagrams

4. Architecture Design Diagram

5. Class Diagram

6. Database Design

7. Interface Design

8. Test Cases
 1. Introduction of Design Document

This document describes the Expense Tracker Application's design process, including the database
structure, system architecture, functional modules, user interface layouts, workflow diagrams, and
security considerations. It ensures a clear and organized execution by acting as a template for
developers.

The document contains:

● System Architecture: describes the technology stack and client-server interactions.

● User Interface Design: UI mockups and wireframes to create an intuitive user experience.

● Database design: ER diagrams and schema for effective data administration.

● Functional Components: Dissection of important modules such as reporting, budgeting,

transactions, and authentication.

● Workflow Diagrams: Illustrates data flow and system operations.

● Security Considerations: Authorization, authentication, and data protection measures.

Purpose and Benefits of the Design Phase

In software development, the design phase is essential because it converts requirements into a well-
organized plan that guarantees effective development and maintainability.

1. Increased Efficiency: By assisting developers in comprehending system components in

advance, needless rework is decreased.

2. Scalability and Maintainability: Future upgrades, improvements, and debugging are made
simpler by a well-designed system.

3. Improved Resource Management: Determines the knowledge, equipment, and technology

needed for development and makes the best use of them.

4. Clear Development Roadmap: Reduces misunderstandings and confusion during execution

by offering an organized method.

5. Smooth Collaboration: Ensures that developers, designers, testers, and stakeholders are all
in agreement with the project's objectives by serving as a reference.

6. Risk mitigation: finds possible security holes and design defects before real development
starts.
 The Expense Tracker Application guarantees a strong and intuitive financial administration
system that successfully satisfies all functional and non-functional needs by adhering to a
disciplined design strategy.

2. Entity Relationship Diagram (ERD)

Fig 1.1.Entity Relationship Diagram (ERD)

3. Sequence Diagrams for each of the Use Case:

Sign up:

Fig 2.1.Sign Up SD

Log In:
 Fig 2.2.Login SD

Record Income:

Fig 2.3.RecInc SD

Record Expense:
 Fig 2.4.RecExp SD

Transaction History:

Fig 2.5.TransHistory SD

Generate Reports:
 Fig 2.6.GenRep SD

Export Data:

Fig 2.7.ExportData SD

Search Transactions:
 Fig 2.8.SearchTrans SD

Set Budget:

Fig 2.9.SetBudget SD

Visualize Data:
 Fig 2.10.VisData SD

Receive Notifications:

Fig 2.11.ReceiveNotification SD

Import Data:
 Fig 2.12.ImportData SD

Manage User Accounts:

Fig 2.13.ManageUserAccount SD

Monitor System Performance:

Fig 2.14. MonitorSystemPerformance SD

4. Architecture Design Diagram:

Fig 3.1. Architecture Design Diagram
5. Class Diagram:

Fig 4.1. Class Diagram

6. Database Design:

Fig 5.1. Database Design

7. Interface Design:
Profile:

Fig 6.1. Profile Interface

Add Transaction:

Fig 6.2. Add Transaction Interface

Reports and Charts:

Fig 6.3. Reports and Charts

8. Test Cases:
Test Case ID TC001
Test Case Name User Registration
Test Description Check if the new user can successfully register.
Pre-conditions There must be no existing accounts for the user.
Test Steps 1. Go to the website for registration.
2. Provide accurate information (password, email address, and
name).
3. Select "Sign Up."
Expected Result A success message appears when the user has successfully
registered.
Status Pass
Tested By BC200408650

Test Case ID TC002

Test Case Name User Login
Test Description Check to see if a registered user is able to log in.
Pre-conditions The user needs to have an account that is registered.
Test Steps 1. Go to the page for login.
2. Type in valid login details.
3. Select "Login."
Expected Result The dashboard is displayed to the user.
Status Pass
Tested By BC200408650

Test Case ID TC003

Test Case Name Add Transaction
Test Description Check if users are able to add transactions.
Pre-conditions The user has to be signed in.
Test Steps 1. Go to "Add Transaction" first.
2. Enter accurate information.
3. Select "Save."
Expected Result The transaction has been successfully added.
Status Pass
Tested By BC200408650
Test Case ID TC004
Test Case Name Categorize Transactions
Test Description Check to see if transactions fall under any categories.
Pre-conditions Transactions must have been added by the user.
Test Steps 1. Open a transaction.
2. Decide on a category.
3. Select "Save."
Expected Result The transaction has been properly classified.
Status Pass
Tested By BC200408650

Test Case ID TC005

Test Case Name View Transaction History
Test Description Check to see whether users are able to see their transaction history.
Pre-conditions There must be active transactions for the user.
Test Steps 1. Go to "Transaction History" first.
2. Examine every transaction.
Expected Result The transactions are shown accurately.
Status Pass
Tested By BC200408650

Test Case ID TC006

Test Case Name Set Budget
Test Description Check if users are able to create a budget.
Pre-conditions The user has to be signed in.
Test Steps 1. Go to "Set Budget" first.
2. Type the amount and category.
3. Select "Save."
Expected Result The budget has been successfully saved.
Status Pass
Tested By BC200408650
Test Case ID TC007
Test Case Name Generate Reports
Test Description Check to see if reports are put together accurately.
Pre-conditions Transaction data must be available to the user.
Test Steps 1. Go to "Reports" first.
2. Choose the type of report.
3. Select "Generate"
Expected Result The report has been successfully created.
Status Pass
Tested By BC200408650

Test Case ID TC008

Test Case Name Search Transactions
Test Description Check if users are able to look up transactions.
Pre-conditions Transactions must be made by the user.
Test Steps 1. Type in your search parameters.
2. Press "Search."
Expected Result It shows the relevant transactions.
Status Pass
Tested By BC200408650

Test Case ID TC009

Test Case Name Visualize Data
Test Description Check whether users are able to access financial charts.
Pre-conditions Transactions must be made by the user.
Test Steps 1. Go to "Visualizations" first.
2. Choose the type of chart.
3. Select "View."
Expected Result The chart is successfully shown.
Status Pass
Tested By BC200408650

Test Case ID TC010

Test Case Name Receive Notifications
Test Description Check to see if users get budget alerts.
Pre-conditions The user's budget must be predetermined.
Test Steps 1. Go above the budget limit.
2. Await the alert.
Expected Result An alert is sent to the user.
Status Pass
Tested By BC200408650

Test Case ID TC011

Test Case Name Import Data
Test Description Check if the administrator is able to import financial data from an
Excel or CSV file.
Pre-conditions The administrator has to be signed in.
Test Steps 1. Go to "Import Data" first.
2. Provide a legitimate Excel or CSV file.
3. Select "Import."
Expected Result The imported data is shown accurately.
Status Pass
Tested By BC200408650

Test Case ID TC012

Test Case Name Manage User Accounts
Test Description Check if the administrator has the ability to see, modify, and
deactivate user accounts.
Pre-conditions The administrator has to be signed in.
Test Steps 1. Go to "User Management" first.
2. Pick a user.
3. Take action by editing or deactivating.
Expected Result The account of the chosen user has been successfully updated.
Status Pass
Tested By BC200408650

Test Case ID TC013

Test Case Name Monitor System Performance
Test Description Check to see if the administrator can keep an eye on performance
indicators and system load.
Pre-conditions The administrator has to be signed in.
Test Steps 1. Go to "System Dashboard" first.
2. Examine performance indicators.
3. Look for any warnings from the system.
Expected Result The metrics for system performance are shown accurately.
Status Pass
Tested By BC200408650

Test Case ID TC014

Test Case Name Backup & Restore Data
Test Description Check to see if the administrator can restore and backup financial
data.
Pre-conditions The administrator has to be signed in.
Test Steps 1. Go to "Backup & Restore" first.
Click "Backup Now" to begin.
3. Try restoring from an earlier backup.
Expected Result The restore feature functions properly, and the backup is
successfully made.
Status Pass
Tested By BC200408650

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