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Feature: checking and investment account interaction #13

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6 tasks
leograba opened this issue Sep 24, 2018 · 0 comments
Open
6 tasks

Feature: checking and investment account interaction #13

leograba opened this issue Sep 24, 2018 · 0 comments
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enhancement New feature or request

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@leograba
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The concept of checking account and investment account must be added to the project. This ticket takes care of describing the logic for checking and investment account interaction.

Checking account: It is the sum of all cash and money held in bank accounts.
Investment account: It is the sum of all money invested somehow.

The features below have to be added to the application logic and DB:

  • have only one of each accounts per login. Multiple checking or investment accounts are not allowed.
  • Whenever money is invested, it is automatically transferred to the investment account.
    • Add an entry to the investment acccount. Automatic category is "unnalocated".
  • Whenever money is redeemed from an investment two outcomes are possible:
    • Reallocation to another investment, in which case only the investment category is changed.
    • Withdrawal to a checking account, in which case an entry is automatically added to the checking account. Automatica category is "investment"
@leograba leograba added the enhancement New feature or request label Sep 24, 2018
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