ExpenseLa - User Guide

Format: help

Sets a spendable budget for the current month

Format: budget b/AMOUNT (to set a budget for the given month only) budget b/AMOUNT rc/ (to set repeating budget of $AMOUNT for the coming months)

Example Usage:

Reset Balance value to the total from the amount of all transactions in stored in the application so far. This command is used in case the user makes a mistake when editing the json file or there is an unhandled bug in the app that causes difference in the value of total balance and the net balance of all the transactions added together. This command will rectify that issue.

Adds an expense or income to the expense tracker. Expenses/incomes are stored as transactions.

Format: add [i/] n/ NAME a/ AMOUNT [d/ DATE] [c/ CATEGORY] [r/ REMARK] [rc/]

Expected Outcome: A new transaction would be created in the list of transactions. If the newly created transaction is part of the currently filtered transaction, it’ll be visible in the list

Examples:

Filters transactions for user to view specific transactions according to the filter type. Upon application launch the preset filter is for all transactions in the current month as depicted below:

Format: filter c/CATEGORY m/YYYY-MM

Expected Outcome: Filter is changed to the filter specified. List of transactions will only show transactions that fulfill the filter criteria.

Examples:

Deletes the specified transaction from the expense tracker.

Format: delete TRANSACTION_ID

Expected Outcome: Transaction at the specified index in the current transaction list is deleted

Examples:

Edit the specified transaction from the expense tracker

Format: edit TRANSACTION_ID [n/ NAME] [a/ AMOUNT] [d/ DATE] [c/ CAT] [r/ REMARK]

Expected Outcome: Transaction at the given index has its parameters changed as specified

Examples:

Toggle between viewing list of transactions and analytics with bar graph and pie chart to show expense trend.

If filter is set to a specific month, the bar graph displays the transactions by day of the week. If filter is set to all months, bar chart will display transactions by month for current and previous year. The pie chart will show the transactions by the different categories according to the filter.

Expected Outcome: changed view to charts if previously was list view and to list view if previously was chart view.

Find Transaction that matches one of the words from a given list of keywords

Format: find KEYWORD_1 [KEYWORD_2] …​ [KEYWORD_N]

Expected Outcome: Clears all filter and display all transactions whose name matches any of the keyword

Examples:

List all transactions and reset all filters

Clear all recurring transactions stored

Expected Outcome: All recurring transactions in the json file GlobalData.json will be cleared

Export the filtered transaction list to a csv file

Expected Outcome: A csv file will be created at the root directory and all transactions currently visible in the app will be exported to the csv file.

Import transactions from csv and add it to transaction list, duplicate transactions are ignored.

Csv File has to be in the same directory as the jar file in order for it to read. import has to be accompanied by the [filename].csv in order to import. Transactions in the csv file have to be of the same format as the above table format in 3.12 (export).

Expected Outcome: All transactions in the csv that is in the correct format and does not exist in the current transaction lsit will be added to transaction list

Examples:

Clear all data in ExpenseLa including monthly data and global data

Expected Outcome: All transactions are deleted, balance is set to 0 and monthly data is also set to 0. All recurring data such as budget and transactions are also cleared

Exits the program.

Format: exit

ExpenseLa data are saved in the hard disk automatically as a json file after any command that changes the data.
There is no need to save manually.

With the AES-256 encryption, ExpenseLa ensures that the sensitive information you have provided is safe from outside prying eyes, and this is all done without any additional effort from the user.

With the ability to generate your personalised ExpenseLa statement, you will be able to export all your expenses, income, budget, and balance information into a pdf document. Using ExpenseLa’s Filter command, you will be able to selectively include which transactions to make your statement tailored to your needs.