*** MAIN SCREEN ****
This is the main screen of the app. From where the user will take all actions needed.
* What users will see:
- An "edit" button
- A "settings" button
- A list of all credit cards that the user has added to the app. Along with each credit card there’s a summary for the next due statement (invoice). The credit card is represented by an image selected from a list of images when the users sets a new card. That list of images contains the same card image, with different colors. The summary of the statement contains: The brand of the card (American Express, Visa, etc), the label given to the card (“Platinum”, “Corporate”, etc), the abbreviated due date (Dez, 23), the total amount spent and a progress bar with the budget percentage achieved. So, if the budget is set to $5,000 and the total spent is 2,500, the progress bar will be at 50%.
- A segmented button that allows the user to sort the cards “alphabetically (A-Z)“, “most used”, “best purchase date”.
* What users can do:
- Add a new card by clicking “edit" then “add”. the “add" button will replace the settings button when “edit" is clicked and the “edit" button will become “done" button.
- Delete a credit card by clicking “edit" then the “delete" button next to the card.
- Add a new expense by clicking over the card image.
- See the detailed statement when clicking over the statement summary.
- Sort the cards by changing the segmented control
*** NEW EXPENSE SCREEN ***
This is the screen that’s shown when the users taps on the credit card image on the main screen of the app.
Actually, a new expense is set in 3 screens, however, all screens will look exactly the same, so there’s no need to design all 3 of them, just the first one.
Workflow to add a new expense:
1st: Purchase Amount
2nd: Purchase Description (optional)
3rd: Purchase Date. (optional, default is set to current date)
Whenever the user enters the first of the three screens, he can set the amount of the purchase in his current currency.
After informing the amount the user can click “next" to go to the next screen (purchase description) or click “save”, to save the purchase with the amount informed and the default values for the other 2 screens.
What users will see:
- The numeric keyboard already shown on the screen
- A “cancel" button to cancel
- A “next” button to go to the next screen
- A “save” button to save the purchase.
- A view with 3 labels in it:
- The title of the screen (“Amount” in this case)
- The amount typed on the numeric keyboard
- The tool tip of the screen. In this case a text saying “Type in the amount of the purchase. If you need to change the purchase currency, please click over it’s symbol to choose from all currencies available.” If you find it better, this label can be changed by a “?” button.
*** STATEMENT SCREEN ***
This is the screen that’s shown when the user taps on the Statement Summary on the main screen.
* What users will see:
- The same Card Image and summary as in the main screen:
- A list of all purchases contained in that statement.
- The purchase must be grouped by currency. So that would be a Grouped Style Table View. the sections would be the Currency Symbol and the rows of each section would show the purchase date, description and amount.
- For the sections containing purchases made in foreigns currencies it's rows should show: the purchase date, description, amount in foreign currency and the amount converted to the current currency.
- A “previous" and “next" button to allow the user to navigate through all the statements for that selected card. Example: the user might be seeing December’s statement and want to check the purchases from november’s statement. For that, he would click “previous”. Or maybe the user wants to check the future statements to see how much he’s going to pay next month, considering that he has recurrent purchases or that he has made a purchase paid in instalments (available in some countries).
- A label informing the current Month and Year for that statement.