| Expense Tracker |
Add Expense |
Manually enter amount, category, date, note |
Must-Have |
Easy (Airtable/Form/Glide) |
Core user activity |
|
Category Tagging |
Users tag expenses as rent, groceries, etc. |
Must-Have |
Easy |
Required for budget calc |
| Roommate Group |
Create Group |
Invite roommates, assign to group |
Must-Have |
Easy (Bubble/Glide group logic) |
Simplifies shared tracking |
|
Split Expenses |
Tag expenses as shared, auto-split evenly |
Must-Have |
Easy |
Most used function |
|
Track Balances |
See who owes whom |
Must-Have |
Easy |
Visual output only |
| Budget Categories |
Set Category Budgets |
Users set monthly budget for each category |
Must-Have |
Easy |
Use dropdown + numeric input |
|
Monthly Rollover (skip) |
Not in MVP |
Not in MVP |
Leave for post-MVP |
|
| Overspend Alerts |
Budget Warning |
Alert if >90% of category budget spent |
Nice-to-Have MVP |
Simple logic |
No notification needed — just red text |
| Dashboard |
Budget Summary |
Total spent, left, and alert per category |
Must-Have |
Easy |
Airtable/Softr cards or Bubble UI |
|
Recent Expenses |
List of recent entries |
Must-Have |
Easy |
Use card or table view |
|
Roommate Balances |
Quick view of “who owes whom” |
Must-Have |
Easy |
Optional chart |
| Settle Up |
Manual Settlement |
Mark payments as settled |
Must-Have |
Easy |
Dropdown + toggle logic |
| Multi-currency |
INR–USD toggle |
Skip for MVP |
Not in MVP |
Complex logic, not core |
|
| Savings Goal |
Set Goal, Track Progress |
Skip for MVP |
Not in MVP |
Add in post-MVP iteration |
|
| Reminders |
Notify for entries/settlements |
Skip |
Not in MVP |
Adds unnecessary logic |
|