User Story #1 — Record Daily Transactions

[femydiala]

🧾 User Story #1 — Record Daily Transactions

As a small business owner
I want to easily record my income and expenses in one place (with categories, dates, and attachments)
So that I can keep my books up-to-date without needing to understand accounting.

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✅ Acceptance Criteria

1. Add Transaction

   • I can click “Add Transaction” and choose:

     • Transaction type: Income or Expense
     • Date
     • Amount
     • Category (e.g., Sales, Office Supplies, Fuel)
     • Payment method (e.g., Cash, Bank, Credit)
     • Description or notes
     • Option to attach a receipt (image or PDF)

2. Save & View

   • When I save, the transaction appears immediately in my ledger.
   • I can edit or delete transactions anytime.

3. Categorization

   • Categories are standardized to match CRA chart-of-accounts types.
   • The system auto-suggests a category based on description (optional later enhancement).

4. Data Integrity

   • Transactions persist across sessions.
   • Invalid or incomplete entries are clearly flagged before saving.

5. Ready for Reporting

   • Transactions recorded here automatically feed into later reports (e.g., income statement, tax filing).

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🧠 Technical Notes

• Phase 1 MVP:

  • Backend: /transactions API for CRUD operations.
  • Frontend: Simple “Add/Edit Transaction” form with list view.
  • Database: transactions table with fields like id, date, type, category, amount, description, attachment_url, created_at, updated_at.

• Future Expansion:

  • Connect bank feeds or CSV imports.
  • Map categories to tax line items for CRA filings.
  • Permission-based sharing with accountant.