Description
Users who set a monthly subscription budget (once the analytics feature is built) need automated alerts when they are approaching or exceeding that budget. This is one of SYNCRO's core value propositions — preventing surprise financial impact.
Feature Scope
Budget Alert Types
1. Monthly budget threshold alert
Trigger when current month's active subscription total exceeds X% of budget:
- 80% warning: "You've used 80% of your $200 monthly subscription budget ($160/$200)"
- 100% alert: "You've exceeded your monthly subscription budget by $23.50"
2. New subscription would exceed budget
When adding a subscription, calculate if it would push total over budget:
⚠️ Budget Alert
Adding Adobe CC ($54.99/month) would bring your monthly total to $213.50,
which exceeds your $200 budget by $13.50.
[Add Anyway] [Set New Budget] [Cancel]
3. Annual budget projection
"At your current rate, you'll spend $2,421 on subscriptions this year — $421 over your $2,000 annual budget."
Implementation
User Budget Settings
ALTER TABLE profiles
ADD COLUMN monthly_budget DECIMAL(10,2),
ADD COLUMN budget_alert_threshold INT DEFAULT 80; -- percentage
Budget Check Service
async function checkBudgetAlerts(userId: string): Promise<void> {
const [profile, subscriptions] = await Promise.all([
getProfile(userId),
getActiveSubscriptions(userId),
]);
if (!profile.monthly_budget) return;
const monthlyTotal = calculateMonthlyTotal(subscriptions);
const percentage = (monthlyTotal / profile.monthly_budget) * 100;
if (percentage >= 100 && !await wasAlertSentThisMonth(userId, 'budget_exceeded')) {
await sendBudgetAlert(userId, 'exceeded', monthlyTotal, profile.monthly_budget);
} else if (percentage >= profile.budget_alert_threshold && !await wasAlertSentThisMonth(userId, 'budget_warning')) {
await sendBudgetAlert(userId, 'warning', monthlyTotal, profile.monthly_budget);
}
}Schedule: Run daily at recalculation time
Alert Deduplication: Only send once per month per alert type
Acceptance Criteria
Description
Users who set a monthly subscription budget (once the analytics feature is built) need automated alerts when they are approaching or exceeding that budget. This is one of SYNCRO's core value propositions — preventing surprise financial impact.
Feature Scope
Budget Alert Types
1. Monthly budget threshold alert
Trigger when current month's active subscription total exceeds X% of budget:
2. New subscription would exceed budget
When adding a subscription, calculate if it would push total over budget:
3. Annual budget projection
"At your current rate, you'll spend $2,421 on subscriptions this year — $421 over your $2,000 annual budget."
Implementation
User Budget Settings
Budget Check Service
Schedule: Run daily at recalculation time
Alert Deduplication: Only send once per month per alert type
Acceptance Criteria