[Draft][FrontEnd] Welcome Tutorial and Default Budget Setup

[FelipePSoares]

Create an onboarding tutorial for new users upon their first login. This tutorial will guide users through the basic functions of the system and offer them the option to create a default project with example categories. The default project will help users get started with budget management by suggesting a sample budget based on their annual average income and recommended spending percentages.

Steps:

1. User's Annual Income

   • Ask the user to input their estimated annual average income. This will be used to generate a personalized budget.

2. Default Categories & Budget Recommendations

   • Based on the user's income, automatically create 5 default categories with the following recommended spending percentages. These percentages will serve as an initial suggestion for users, but they can be customized.
   • Recommended Categories and Percentages:
     • Fixed Expenses (30%): Essential expenses that must be paid regardless of circumstances (e.g., rent, groceries, utilities).
     • Comfort (20%): Non-essential expenses that improve daily life (e.g., streaming services, ridesharing).
     • Pleasures (20%): Discretionary spending for leisure or entertainment (e.g., travel, hobbies).
     • Your Future (25%): Financial allocations for long-term security and growth (e.g., investments, retirement).
     • Self-Improvement (5%): Expenses focused on personal growth and education (e.g., books, courses).

3. User Customization

   • Display the generated categories and budget summary to the user in an interactive screen.
   • Allow the user to:
   • Adjust the recommended percentages to fit their personal situation.
   • Add new categories or remove existing ones.
   • Skip this step entirely if they prefer to set up their budget later or manually.

4. Finalization & Tutorial

   • Once the user finalizes their categories and budget, display a brief tutorial explaining:
   • How to navigate the system’s main features (e.g., adding expenses, tracking budgets).
   • How to access and edit their budget categories in the future.

Additional Considerations:

• Make sure the onboarding process is smooth and not overwhelming. Keep instructions simple and intuitive.
• Implement an option to skip the tutorial, allowing returning users to bypass it if desired.
• Ensure the system provides useful defaults while still offering flexibility for advanced users to modify categories or set up a more detailed budget.

Next Steps:

• Add the income input on first login screen that already exist.
• Design and develop the UI for budget customization interface, and tutorial walkthrough.

Test the feature thoroughly to ensure the default setup is intuitive and helpful for new users.