Skip to content

[Feature] Expense Object: Update Fields for Budget Automation

As a user, I want to update the fields on the Expense object to better support automated budgeting and reporting, so my recurring bills are tracked more accurately and efficiently.

Acceptance Criteria:

  • an Active checkbox field to be able to see which bills are active
  • new Category field to view which bills are paid manually or auto pay and how
  • A frequency to view what’s the frequency of the expense record
  • notes section to add more notes to the expense if needed I.e. if it’s a part of the year bill then we annotate when it’s reoccurring
  • Be able to view all fields in the expense tab for each record

Issue metadata

  • Issue type: Story
  • Priority: Medium
  • Parent issue: [JDTDEV-45] Personal Salesforce Budget App
  • Fix versions: Salesforce Budget App v1.0