| Summary: | 碩士 === 國立臺灣科技大學 === 電機工程系 === 100 === In recent years, the advancement and popularization of smart phone technology changed people’s way of life. Traditional methods like pen and paper for everyday bookkeeping is no longer enough, and is gradually replaced by handheld bookkeeping applications. But most applications for this purpose have too few or too many features, resulting in unnecessary additional complexity. There’s no trade-off features application for users.
This thesis aims to built an system that can help users manage his or hers wealth or assets with ease, it features four functions: “ Personal Accounts ”,“Exchange Rates”, “Financial Management & Investments” and “Traveling Ledger”. Personal Accounts can help you get a clear view of your savings, cash and credit card usage, letting you keep track of every cent you spent easily. Exchange rates uses data from the Bank of Taiwan, and can check both the current rate and historical rates, and also incorporates foreign investment management functions. Financial management and investments can keep track of sold/ bought stock, funds and insurances, letting the user easily keep track of investments. Traveling Ledger keeps track of money spent when abroad or traveling, and allows checking traveling expense history in the past for assessing future traveling expenses.
The system is designed for the iOS5 of iPhone, using PhoneGap with HTML5, CSS, and JavaScript technologies to achieve cross-platform support. The most important goal we try to achieve is improve the financial managing experience for users by designing a personal assistant system that is intuitive and easy to use.
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