Team Expense Tracker

What you asked for 16 of 16 checked and working

• R1: Local sign-in: a person creates a profile with display name, email and role (member or approver) or picks a saved profile, and that profile is still there after a reload. No password is collected and the signed-in name and role are shown in the header with a sign-out option. Works Sign in form has name, email and role with no password, and later headers show Maya Chen as approver with Sign out.
• R2: Adding expenses: a signed-in person can add an expense with title, merchant, amount, date, category, note and submitter, saved as Pending, and it is still there after a reload. Works Add expense form shows title, merchant, amount, date, category, note and submitter, and the expenses list shows saved Pending items.
• R3: Editing expenses: a person can open a saved expense, change its fields, save the changes, and see the updated values after a reload. Rejected expenses can be edited and resubmitted as Pending. Works Expenses list shows the edited item and Rejected item fixed now listed as Pending.
• R4: Receipt photo reading: a person uploads a receipt photo and sees prefilled merchant, date, total, tax and suggested category fields that they can correct before saving. Works Receipt screen shows prefilled Corner Cafe merchant, 2024-02-15 date, $24.50 total, $2.00 tax and Meals category in editable fields.
• R5: Approvals: a person signed in with the approver role can see pending expenses, approve or reject each one with an optional comment, and the decision, approver name and date are still there after a reload. Works Approvals screen shows Taxi fare approved by Maya Chen on 2026-11-01 with the comment Looks good in Reviewed.
• R6: Dashboard with charts: a dashboard shows total spent, pending, approved and rejected amounts, plus charts for spending by category, by member, by status and by month. Works Dashboard shows total, pending, approved and rejected amounts plus category, member, status and month bar charts.
• R7: CSV export: a person can download a CSV file of expenses matching the current filters, with date, title, merchant, category, amount, tax, submitter, status, approver and note columns. Works Export screen shows filters, one matching expense and Downloaded 1 expenses as CSV after Download CSV.
• R8: Saved data: profiles, expenses and approval decisions are saved in the browser and are still there after a reload, with a clear note that data lives only in this browser. Works Headers state data lives only in this browser and saved profiles, expenses and reviewed approvals appear across screens.
• R9: Navigation: a clear header or sidebar links to Dashboard, Expenses, Add Expense, Approvals and Export, shows the current screen, and shows who is signed in. Works Header links to Dashboard, Expenses, Add Expense, Approvals, Export and Team Profiles with the current screen underlined and signed in user shown.
• R10: Expenses list: a searchable, filterable list of expenses by date range, category, status and team member, sorted newest first, with each row opening the expense detail. Works Expenses screen has search, category, status, member and date filters and opens an Alpha taxi detail panel.
• R11: Deleting expenses: a person can delete their own saved expense after a confirmation step, and the deletion is still in effect after a reload. Works Expense detail shows Delete this expense with Confirm delete and Cancel buttons.
• R12: Team profiles management: a person can view saved local profiles, switch the active profile, edit a profile name or role, and delete a profile that has no expenses. Works Team Profiles lists Maya Chen and Sam Lee Edited with switch, edit and delete options and the profile with expenses note.
• R13: Empty states: before any profiles, expenses or pending approvals exist, each screen explains what will appear there and offers the next action, such as Create profile or Add expense. Works Approvals and Expenses empty states explain what will appear and offer Add your first expense.
• R14: Error states: invalid amounts, missing required fields, oversized receipt files and failed receipt reading show plain error messages and keep the person's entered data so they can fix and retry. Works Add expense shows the photo too large message and Amount must be a positive number while keeping Keep this title and Keep Shop entered.
• R15: Receipt review step: fields read from a receipt are marked as read from the photo, low-confidence or unreadable fields are flagged, and nothing is saved until the person confirms. Works Receipt fields are each marked Read from photo and the screen states nothing is saved until you confirm.
• R16: Form validation and money handling: amounts must be positive numbers, dates are required, totals in charts and CSV use the same saved amounts, and currency amounts are shown to two decimal places. Works Negative amount is rejected and dashboard and export amounts use two decimal places such as $59.99 and $24.50.