Rich Budgeting Functionality #108
Description
Overview
Transform budgeting from passive tracking to active spending control. This epic encompasses all features needed to help users not just track where money went, but actively prevent overspending before it happens.
Current State
The application supports basic budgeting: create/edit/delete budgets with optional date ranges and spending limits, manual transaction linking, and utilization visualization with color-coded progress bars.
Key Gap: No proactive controls - users discover overspending after the fact.
Implementation Phases
| Phase | Focus | Features |
|---|---|---|
| Foundation | Infrastructure | Notifications System |
| Phase 1 | Core Control | Budget Alerts, Category-Linked Budgets, Recurring Budgets |
| Phase 2 | Visibility | Safe to Spend, Spending Pace, Rollover Enhancement, Charts |
| Phase 3 | Advanced | Envelope Mode, Goals Integration, AI Insights, Sharing |
Sub-tickets
- Budget Alerts System
- Category-Linked Budgets
- Recurring Budgets
- Phase 2: Visibility Features
- Phase 3: Advanced Features