Complete Agile SDLC Documentation for a Personal Expense Dashboard Web Application

Document control, project overview, and business case

Document control

Project: Personal Expense Dashboard Web Application
Document ID: PED-SDLC-001
Version: 1.0
Selected SDLC model: Agile
Product Owner: Finance Product Owner
Technical Owner: Lead Web Developer
QA Owner: QA Engineer
Business Approver: Project Sponsor

Project overview

The Personal Expense Dashboard is a responsive browser-based web application for individuals who want to record income and expenses, organize transactions, define monthly budgets, and understand spending patterns through a consolidated financial dashboard.

Business problem

Many users track personal finances across spreadsheets, notes, receipts, and unrelated applications. This creates duplicated work and makes it difficult to understand monthly spending, remaining budget, or category trends. The proposed application provides one focused workspace for manual personal-finance tracking.

Business objectives

• OBJ-01: Allow users to securely record and manage personal income and expense transactions.
• OBJ-02: Allow users to establish monthly spending limits and compare actual spending with those limits.
• OBJ-03: Present useful summaries and visual trends that make spending behavior easier to understand.
• OBJ-04: Protect private financial information through authentication, authorization, encrypted transport, and secure development controls.
• OBJ-05: Deliver business value incrementally through reviewed and deployable Agile increments.

Success measures

• Registration, authentication, transaction management, budgeting, filtering, and dashboard reporting pass acceptance testing.
• 100% of release-critical acceptance criteria pass before production approval.
• No open Severity 1 or Severity 2 defects exist at production release.
• Core dashboard responses satisfy NFR-04 under the agreed expected workload.
• Core workflows satisfy the project's accessibility acceptance checks.
• The Product Owner accepts the production release against the approved release backlog.

Key assumptions

• The initial release supports one private account per user.
• Transactions are entered manually.
• Users access the application through supported desktop or mobile web browsers.
• The project team consists of one Product Owner, one UX/UI Designer, one Lead Web Developer, one Web Developer, and one QA Engineer.
• The first production release is targeted after four two-week sprints.