ExpenseTracker WiseHelper

A native iOS Application developed to as a solution to the problem of finance tracking and management.


Adding Expenses
Users can add expenses into the system by accessing the Add Expense form and adding various data regarding their expenses. Upon submitting the form, the expense is added into a persistance storage for future referencing and analytics.

Save Photo of Expenditure Documents
Users can capture an image of expense documents (receipt, invoice, etc) in order to keep a record along with an expense that they intend to add into the system.

Expenses List and Detailed Expenses View
The user can view a list of all expenses added to the system with the date of the expenditure, category and amount spent in a tabulature form. Upon clicking any of the items in the list, users are navigated to a view where they can view the details for the expense along with any images they saved.

Extensive Expenditure Analytics
Based on the added expenditures, users are provided with trends of their expenditure in the overview tab (landing page) of the application. Users are provided with a series of 5 different Charts with their respective analytics.
Monthly Percentile Expenses (Pie Chart)
Top 3 Expenses (Bar Chart, max of 4 bars)
Count of Each Expense Category (Bar Chart)
Daily Total Expenses (Scatter Chart)
Cumulative Expense (Line Graph)
The charts are projected in a horizontal scroll view, upon swifing users can traverse between the charts. All charts are interactive and respective data is presented on a table below which is scrollable.

Mostly Expenditure Threshold
Users can set a monthly expenditure threshold in the settings page in order to allow the system to alert them in keeping track of their expenses for the current month. The expense cap is also brought in and displayed in the cumulative expense line graph.

Alerts and Alerts List
Based on the threshold that users set, users are notified once they are nearly reaching their threshold. The alert keeps generating if users keep adding expenditures and the sum exceeds the threshold. The alerts are displayed in a tabulature format with each alert depicting the date of the alert, the total amount spent by the user for that particular month, and the amount left to be spent for the month based on the threshold. The alerts are in-app. Alerts have also been configured to be displayed in the lockscreen along with the ability for users to opt in and out of alerts directly from the settings.

Expense Reports
From the settings section of the application, users can generate expenditure reports based on a certain date range. Users can select a range of date by interacting with the two date pickets and upon tapping the generate report button, a pdf report is generated with all expenses that from the selected date range and users can download the pdf or share it with others via other applications, email or even print.

Smart Expense Advisor
An AI powered chat-based Smart Assistant is also provided along with the application. The Smart Advisor is capable of providing savings advice and other expenditure related advice based on the user's expenditure trends and patterns. Moreover, the advisor can also provide analysis on the user's expenditure data and can simply present all of selected expenses based on the users query.