πŸ“‹ Overview: Dofo
Explainer
Budgeting app for individuals, families, small businesses, based on her β€˜bookkeeper’s spreadsheet’
Status
Design 🌱 | In Development πŸ”¨ | Launched ⭐ | Retainer πŸ₯³Β 
Project Style
Kanban
Link to to client resources

Platforms
Web
Key Objectives
  1. User to create, edit and see financial transactions in a ledger (like a cashflow statement in excel)
  1. An overview of all accounts and key data, e.g all recurring transactions and upcoming bills.Β 
  1. Allow user to easily see future cash flow projections, especially where there it is in deficit and provide quick tips onΒ 
Business Model
v1 Monthly SaaS

v2 TBC
Growth Model
Internal use, potentially recommend to her clients. Subscription after this.
Stakeholders
Danae - info@dofo.com.au +61406070606
Role: Person B - email@provider.com
Client Persona
Focus on detail, accounting profession, easy to communicate, non tech.
Team
BDM: ​@Jess M​ ​@Zane S​ 
Designer: ​@Xavier L​ 
Product Manager: ​@Michael L​ 
Project Manager: ​@Crystal N​ 
QA: ​@Rito Ryan S​ 
Backend: ​@Remz F​ ​@Kszyr Ver C​ ​@Arjon Jason C​ 
Frontend: ​@Marian B​ ​@Noel Joshua C​ 
Designs
Recordings
​+Recording Links​ 
Launch DateΒ 
Developer Estimate after onboarding
Git Repositories
Add Android, iOS, Β and web repositories
API
Documentation
CMSΒ 
username: admin@dofo.com.au
password: Lj!k8@h7H
Test Accounts

App Store Links
Add links after launch
Trello Board
<will be using click-up (will add it her after Kriza and I is done with the set up)>
Miro
Nhat’s notes
Accounts Checklist
Β 
Month 4
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Details:

About
User story:
The client started to write how much money she received and the running balance. She found that this method can help her keep track of her money and her guaranteed income. She keep doing this since the age of 7. When she grew up she has a digital form(the spreadsheet) to continuing this habit. Furthermore she added more detail such as future phone bills, approximate income and repayments. By doing that, she can save up a lot of money.

Nowadays she use this spreadsheet for her 5 business and she believe that this method could help a lot of people to save money and improve their financial situation. So she wants to develop this idea into a web-base app.