Creating & Setting Up Projects

Learn how to create and configure projects in WhatsCash AI to start organizing your finances effectively.

Project Creation Process

Accessing Project Creation

• Navigating to the projects section
• Understanding the project creation interface
• Required permissions and account setup

Essential Project Information

• Project name requirements and best practices
• Description field optimization
• Project categorization options

Project Configuration Fields

Basic Project Details

• Project Name: Choosing descriptive, memorable names
• Description: Adding context and project goals
• Project Type: Personal, business, savings, or event categories

Budget Setup

• Budget Amount: Setting realistic spending limits
• Currency Selection: Multi-currency project support
• Budget Periods: Monthly, quarterly, or total project budgets
• Budget Categories: Allocating budgets across expense types

Timeline Configuration

• Start Date: Project initiation date
• End Date: Target completion or deadline
• Milestone Dates: Important project checkpoints
• Timeline Flexibility: Adjusting dates as needed

Project Status Options

• Active: Currently ongoing projects
• Inactive: Paused or on-hold projects
• Planning: Projects in preparation phase
• Completed: Finished projects for reference

Advanced Setup Options

Multi-Currency Projects

• Setting up projects with multiple currencies
• Exchange rate considerations
• Currency conversion tracking
• Regional currency formatting

Project Categories and Tags

• Organizing projects with custom categories
• Using tags for enhanced project filtering
• Creating project hierarchies
• Linking related projects

Budget Allocation Strategies

• Fixed budget allocation
• Percentage-based budget distribution
• Category-specific budget limits
• Reserve fund allocation

Project Templates and Presets

Common Project Templates

• Wedding planning template
• Home renovation template
• Business travel template
• Vacation planning template
• Emergency fund template

Creating Custom Templates

• Saving project configurations
• Reusing successful project setups
• Template sharing and management
• Customizing preset templates

Validation and Error Handling

Required Field Validation

• Mandatory vs optional project fields
• Field format requirements
• Data validation rules

Common Setup Errors

• Budget amount validation issues
• Date range conflicts
• Currency selection problems
• Name duplication handling

Troubleshooting Setup Issues

• Resolving validation errors
• Correcting project configurations
• Recovering from setup mistakes
• Getting help with complex setups

Project Setup Best Practices

Planning Phase Best Practices

• Thorough project scope definition
• Realistic budget estimation
• Timeline planning with buffers
• Stakeholder involvement considerations

Configuration Recommendations

• Naming conventions for consistency
• Budget padding for unexpected expenses
• Regular milestone setup
• Documentation and notes maintenance

After Project Creation

Initial Project Setup Tasks

• Reviewing project configuration
• Setting up initial transactions
• Configuring alerts and notifications
• Sharing project access (if applicable)

Next Steps

• Start tracking project transactions
• Monitor budget utilization
• Set up automated alerts
• Plan regular project reviews