This document serves as the full developer handoff for BudgetPal v3.1, covering screen-level functionality, data mappings, routing logic, UX elements, and suggested backend structure for no-code development (Bubble + Airtable).

1. Screen-by-Screen Functional Overview

Add New Expense Screen

• Function: Log an expense.
• Fields:
  • Amount (Number)
  • Category (Dropdown)
  • Date (Date Picker)
  • Expense Type (Toggle: Personal / Shared)
  • Notes (Optional Text)
• Button: Save Expense
  • Action: Save to Expenses table
  • Popup: "Expense successfully saved"
  • Redirect: Back to Add Expense screen

Create Roommate Group

• Function: Create a group for shared expense splitting.
• Fields:
  • Group Name (Text)
  • Roommates (List of Users by Email)
  • Split Method: Equal / Custom
  • Split Preview (Auto-calculated text)
• Button: Create Group
  • Action: Save group to Groups, members to GroupMembers
  • Popup: "Group successfully created"
  • Redirect: Dashboard

Set Monthly Budgets

• Function: Set category-wise monthly spending limits.
• Fields:
  • Budget inputs for: Rent, Groceries, Utilities, Internet, Misc
• Button: Save Budget
  • Action: Save values to BudgetSettings
  • Popup: "Budgets saved"
  • Redirect: Remain on same screen

Dashboard

• Function: Central view for user’s budget snapshot.