Complete Agile SDLC Documentation for a Personal Expense Dashboard Web Application

Planning, scope, stakeholders, feasibility, and milestones

Planning activity

Planning establishes the product goal, scope boundaries, stakeholders, feasibility, initial release backlog, sprint schedule, major dependencies, project risks, and approval responsibilities before implementation begins.

In scope

• User registration, login, logout, and password reset.
• Private user profile with preferred currency.
• Create, read, update, and delete income and expense transactions.
• Transaction categories.
• Monthly overall budget.
• Optional category-level budgets.
• Dashboard KPIs for income, expenses, balance, and budget usage.
• Expense distribution by category.
• Monthly income-versus-expense trends.
• Transaction search and filtering.
• Responsive browser support.

Out of scope for release 1.0

• Bank-account synchronization.
• Credit-card integrations.
• Investment and cryptocurrency tracking.
• Shared family or household accounts.
• Native mobile applications.
• Automated tax preparation or filing.

Stakeholders

• Project Sponsor: approves project funding, major scope changes, and final business release.
• Product Owner: owns product objectives, backlog order, acceptance criteria, and sprint acceptance.
• UX/UI Designer: owns user flows, responsive layouts, interaction states, and usability recommendations.
• Lead Web Developer: owns target architecture, engineering standards, security design, and technical reviews.
• Web Developer: implements approved user stories and supporting tests.
• QA Engineer: owns test planning, regression, defect management, and release-quality evidence.
• End Users: provide controlled usability feedback during selected sprint reviews or beta evaluation.

Feasibility

• Technical: Feasible with a conventional browser frontend, server-side web application or API, relational database, and standard authentication mechanisms.
• Operational: Users need only a supported web browser and internet access.
• Economic: Initial hosting, database, monitoring, and development needs are moderate because real-time bank connectivity is excluded.
• Schedule: Four two-week sprints are achievable if release 1.0 remains limited to the approved scope.
• Security: Feasible if authentication, authorization, transport encryption, secure password storage, backups, and secure configuration are treated as mandatory controls.

Release milestones

• M-01: Planning and backlog baseline approved before Sprint 1.
• M-02: Transaction foundation demonstrated at Sprint 1 review.
• M-03: Budgeting and dashboard summary demonstrated at Sprint 2 review.
• M-04: Analytics and usability increment demonstrated at Sprint 3 review.
• M-05: Release candidate approved after Sprint 4 testing and UAT.
• M-06: Production version 1.0 deployed and transitioned to maintenance.

Planning approval gate

G-01: Sprint 1 cannot begin until the Product Owner and Sponsor approve scope, release objectives, team capacity, initial risks, and the use of Agile.