Key epic name P story points Status
SM-4597 Bank Statement (MVP) Critical In Progress

Description

Requirement:

A list of all posted transactions during the calendar month on the main account should be available to the user in form of a bank statement, including interest, tax, overdraft, loans, and pocket movements. The main account and pockets should include the beginning, ending balances, and remaining balance calculated after each transaction.

Execution steps:

  1. User opens the side menu on the dashboard
  2. User taps on “Statement history”
  3. “Bank Statements” screen is displayed
    1. Monthly bank statements are listed under each other in a chronological order
  4. User taps on a bank statement
  5. User verifies by password
  6. Bank statement pdf is opened and can be downloaded
  7. Information about the bank and user is displayed, including main account details, pocket details, balances, and posted transactions during the month (debits, credits)

Links to wireframes/UI:
https://www.figma.com/file/dkDQHRa1zq7tU58MiL6hBR/SaFi---UI---MVP-(Shared)?node-id=13526%3A77878

Key Summary T Due Assignee P story point estimate Status
SM-5076 Refine Bank Statement template Story Lyndon Medium In Review
SM-4500 Transactions incl. in the monthly Bank Statement | MVP Story Dávid Kovács Medium Done