dla-docs

Daily Expenses

1. Purpose

The Daily Expenses module helps you record regular, non-fixed expenses such as:

• Food & Dining
• Shopping
• Transportation
• Entertainment
• Other flexible expenses

Unlike Recurring Expenses, daily expenses often vary in amount and frequency, with no fixed cycle.

2. When to Use

Use this module when you want to:

• Record random, non-recurring expenses
• Track daily spending to control budget
• Analyze spending trends by category
• View total spending in a time period

3. Related Screens

• Daily expenses list
• Add new expense
• Edit expense

4. Main Usage

4.1 Add Daily Expense

1. Go to Functions → Select Daily Expenses
2. Tap the + (FAB) button at the bottom right
3. Fill in information:
   • Category: Select category (or use default category if configured)
   • Amount: Enter amount spent
   • Date: Select expense date (default is today)
   • Note: Detailed description (optional)
4. Tap Save

4.2 View Expense List

1. Go to Functions → Select Daily Expenses
2. List displays according to your configured layout (2, 3, or 4 columns)
3. Use Search to filter by category or note
4. Select Time Filter: Today / This Week / This Month / Last Month / Custom

4.3 Edit Expense

1. Go to daily expenses list
2. Long press on item to edit
3. Select Edit from menu
4. Update information
5. Tap Save

4.4 Delete Expense

1. Go to daily expenses list
2. Long press on item to delete
3. Select Delete from menu
4. Confirm deletion

4.5 Set Default Category

1. Go to Settings → Categories → Daily Expense Categories
2. Tap on category you want to set as default
3. Select Set as Default
4. When adding new expense, this category will be automatically selected

5. UI Illustrations (Wireframe)

5.1 List Screen

┌─────────────────────────────────────────┐
│  ← Back    Daily Expenses               │
├─────────────────────────────────────────┤
│  [🔍 Search...]                         │
│  [Today ▼] [This Week] [This Month]    │
├─────────────────────────────────────────┤
│  ┌──────┐ ┌──────┐ ┌──────┐            │
│  │ Food │ │ Shop │ │ Taxi │            │
│  │ Out  │ │ ping │ │      │            │
│  │      │ │      │ │      │            │
│  │ $2   │ │ $8   │ │ $1   │            │
│  │      │ │      │ │      │            │
│  │ 11/15│ │ 11/15│ │ 11/14│            │
│  └──────┘ └──────┘ └──────┘            │
│                                         │
│  ┌──────┐ ┌──────┐ ┌──────┐            │
│  │ Cof  │ │ Other│ │      │            │
│  │ fee  │ │      │ │      │            │
│  │      │ │      │ │      │            │
│  │ $1   │ │ $4   │ │      │            │
│  │      │ │      │ │      │            │
│  │ 11/13│ │ 11/12│ │      │            │
│  └──────┘ └──────┘ └──────┘            │
│                                         │
│  Total: $16                            │
├─────────────────────────────────────────┤
│                                    [+]   │
└─────────────────────────────────────────┘

5.2 Add/Edit Screen

┌─────────────────────────────────────────┐
│  ← Back    Add Daily Expense            │
├─────────────────────────────────────────┤
│  Category *                              │
│  [Food Out ▼]                            │
│                                         │
│  Amount *                                │
│  [$2]                                   │
│                                         │
│  Date *                                  │
│  [11/15/2024]                           │
│                                         │
│  Note                                    │
│  [Lunch with friend]                     │
│                                         │
│  [Save] [Cancel]                        │
└─────────────────────────────────────────┘

5.3 Menu (Long Press)

┌─────────────────────────────────────────┐
│  ┌───────────────────────────────────┐ │
│  │ Food Out                            │ │
│  │ $2                                  │ │
│  │ 11/15/2024                          │ │
│  │                                     │ │
│  │ [Edit] [Delete]                    │ │
│  └───────────────────────────────────┘ │
└─────────────────────────────────────────┘

6. Logic & Rules

6.1 Display Layout

• You can configure number of columns: 2, 3, or 4 columns
• Layout is saved in settings and applies to all expense lists

6.2 Time Filter

• Today: Only shows expenses from today
• This Week: From start of week to today
• This Month: From start of month to today
• Last Month: Entire previous month
• Custom: Select custom time range

6.3 Search

• Search in category name and note
• Case insensitive
• Real-time search as you type

6.4 Default Category

• If you have set a default category, when opening add screen, that category will be automatically selected
• Note can also be auto-filled based on category (if configured)

6.5 Total Expenses

• Total expenses calculated based on currently selected time filter
• Displayed at bottom of list

7. Important Notes

• No Cycle: Daily expenses have no automatic cycle, you must enter manually each time
• Can Delete: You can delete any expense (unlike recurring expenses)
• No Budget Integration: Daily expenses are not automatically calculated into budget (you must track yourself)
• Custom Categories: You can create new categories in Settings