Month 1

Feature	Scope
Web & Server Setup	Backend and server setup as well as a login system for the super administrator to access the Content Management System (CMS).
Email Verification & Email Service	The ability to send emails via the system. By default we use Mandrill.
User Accounts & Onboarding	Login, Logout, Registration and Forgot Password
Terms of Service & Privacy Policy	Note: We will only set up the technical ability for you to add and manage these. You don't need to have them prepared yet.
Individual / Business Accounts (Admin CMS)	Admins must be able to add, edit, and remove user data.
Account Settings	Update user credentials
Add Account	By adding an account, user will enter bank’s name, selected color, opening balance and start date. User can create up to 10 different accounts.
Overview Tab UI	Summary of user's accounts. They will see the current Total Balance. Excluding: Search, Sort, and Filters, will be in Month 6
View Transactions	by Account by Income, Expense, Transfer
View Transaction Detail
View Total Balance	Tapping it will see balance breakdown by Account
Add/Edit Recurring Transaction	Weekly, Monthly, Yearly

Month 2

Feature	Scope
Budget Tab	View budgets
Create/Edit/Delete Budget	CRUD Budget
View Budget Timeline
Add New Income	Add user’s income ( + )
Add New Category
Manage Categories (Admin CMS)	CRUD Categories
Create Flags	Label your transactions via flags.
Flag Transaction	Flagging Transactions like Priorities

Feature	Scope
Forecast	View forecast Add Transaction See balance of selected account
Add one-off Transaction
Mark Transaction as paid	View budgets
Move Transaction to other Account
Transaction Functionalities	Edit, Duplicate, Delete, and Flag