Before using the application, we recommend filling-up the settings and the categories for expenses, incomes, warranties. In the “Settings” screen the user should set-up a few parameters:
The first line of radio buttons (Daily/Weekly/Monthly/Yearly) picks the granularity for the summary data shown in the pie chart at the bottom of the screen. The second line of the buttons is allowing to see the total expenses and revenues in the last days/weeks/months/years.
The expenses have a simple list-view presentation customized by the period and the view type. Each line contains the purchase date, the note/comment,the currency, the payment method, the category and adds symbols when the payment is recurring or has the receipt attached. On the toolbar, the user can select the period for the expenses, the detail or summary for periods and filter by several parameters – category, payment type, currency.
The detail screen for expenses allows to define several types of payments:
The accounts/payment methods are the items used as outflow for expenses and inflow for incomes. T47 Expenses supports different currencies and we added the option to remind the users on due dates (most of the time is a specific day of the month). In the case below, the due date is 10th day of each month and the notification starts to show up as a warning after 5th day.
The warranty has to be linked with the expense entry. The “search” icon will bring up the list of the last expenses. Automatically the note of the expense and the date of the receipt is used as the date when the warranty starts. The user has also the option to take a picture of the barcode/cover of the item/etc… in case is needed. If the user wants to be notified before the warranty expires – in case the item/service needs to be sent out – there is an entry for a warning period (with granularity as days/weeks/months). The notifications will show up with a
The notifications available for now are:
It seems superfluous to take care of vendors in an expense management app, but we think the users of Foursquare app might find it touching! But not only this, you can monitor the spending at a specific vendor and claim some perks as a constant customer. Enough justification… The list view is for the user to have a shortcut to the website, address, phone and (in the future) other pertinent info. You can press on the web address and go directly to their website or have the phone number or person you want to contact. Another benefit is to have a comparison of the expenses for each vendors (see the Reports section).
The reports are created with a dual purpose: email them as HTML attachments and chart visualization on different criteria.
The entries for backup/restore are for paid version. It allows to automatically save/restore in case you change your phone or have many devices in use.