Affinity Diagram Notes

Bookkeeping Habits & Behaviors
1. Some people have the habit to do bookkeeping regularly.
  1. 1. Most people have the habit of bookkeeping
    1. U4-01 I have the habit of bookkeeping.
    2. u4-05 I have taking accounts keeping for more than one year.
    3. u1-08 I do the bookkeeping since last year.
  2. 2. The behaviors of bookkeeping among users are regularly and systematically.
    1. U1-07 I have the habit to manage my consumption records.
    2. u5-07 I usually manage my bookkeeping data monthly.
    3. u5-08 I manage the data by classifying each consumption sectors and measure the portion.
    4. u4-03 I always do the bookkeeping in everyday morning.
    5. u3-03 I use to recall my memory at the end of the month.
    6. u1-03 I do the bookkeeping on every Friday.
2. People who do the bookkeeping have certain requirements.
  1. 1.People usually have different locations to do the bookkeeping. Anywhere could be possible.
    1. U5-04 I usually do the bookkeeping while I’m in the restroom.
    2. U1-04 It’s not constrained by the place, I can do the bookkeeping everywhere through my smart phone.
    3. U4-04 I prefer to do the bookkeeping in my living room.
    4. U3-05 I take records in random place.
    5. U3-06 I take record either in my home or in the subway or bus.
  2. 2. Further data processing is not necessary
    1. u4-10 I never do further data processing but just recording their expenses.
Bookkeeping Purpose
1. Bookkeeping have the influence in people’s future behavior.
  1. Bookkeeping helps people to make a schedule in their future consumption.
    1. U4-09 I always make the budget of next month refer to the existing expenditure of this month.
    2. U2-09 Bookkeeping can help me save unnecessary spending in the future.
    3. U4-12 Bookkeeping has some influence on my purchase behavior in the future.
    4. U1-10 Depending on the weekly bookkeeping, I would make a purchase plan for next week.
    5. U5-09 Through managing my consuming data, I can have a better understanding of my future (maybe next month) expenditure.
    6. U1-06 I would like to use bookkeeping to do the purchase plan in next time.
    7. U3-09 If I find the spending from my bookkeeping is necessary, I’ll insist.
  2. Bookkeeping can help people avoid over consuming.
    1. U2-05 By arranging my money reasonably, I won’t face the problem that the balance in my account is insufficient.
    2. U4-13 I’ll take control of the extra funds through my budget.
    3. U2-08 Bookkeeping can help me avoid waste spend based on the spending proportion in different categories.
    4. U5-06 I do bookkeeping to control my expenditure and remind me the balance.
2. Bookkeeping is meaningful for people to know and manage their money.
  1. 1. People use the bookkeeping to understand their current consumption situation.
    1. U1-23 I just want to know where the money is going. (so I do bookkeeping.)
    2. U4-08 I do the bookkeeping to know better about my monthly consumption and the consumption structure (the proportion in different categories).
    3. U3-07 When I spend money more than i expected, I want to know when and where I spend them.
  2. 2. Users need the software to help them develop the bookkeeping habit
    1. u3-15 I need to be mentioned otherwise I won't develop my regular bookkeeping habit.
    2. u1-23 When I used paper booking, I always forget to record.
    3. u3-18 I am interested with the e-booking software, it can motivate me to do bookkeeping constantly.
Bookkeeping Problems
1. Users may face the problems of making mistakes or loosing their booking records.
  1. Most of them may be faced the problem of losing or managing receipts, based on which they recall their spending by receipts.
    1. U1-19 It’s so inconvenient that sometimes I lost my receipt and forgot the price of the goods, so I can’t do the bookkeeping accurately.
    2. U2-03 I always keep the receipts of large spending. But I felt it was boring to see so many receipts in my drawer.
    3. U1-17 If I lost the receipt, I usually use search engine to find the accurate information about the product I bought.
  2. Sometimes they make mistake in the bookkeeping.
    1. U1-21 When I find some consumption have been missed in the bookkeeping, I’m annoyed.
  3. Users have problems to calculate currency exchange rates.
    1. u5-18 I have an account in RMB and 2 accounts in HKD. I need an automatic rate exchange while managing my money as a whole
    2. u1-16 I have the problem that different currencies make my bookkeeping difficult.
2. The financial privacy and security of the software may be challenged by users.
  1. The security of the E-booking software is concerned by users, especially when related to their bank accounts
    1. u1-13 I do not want this tool connects to my bank accounts. It sounds not safe and dangerous.
    2. u2-13 I worry about the safety problems
    3. u5-15 I won't trust and unofficial software who asks me to input the account numbers or other account information in order to manage my account.
    4. u1-18 I think bookkeeping is private, I don't want others know it.
Bookkeeping Tool & Method
1. People record their books by different ways.
  1. Paper materials are used to record the expenditure.
    1. U5-11 I do bookkeeping in my note book.
    2. U4-11 I use the notebook to record my spending information.
    3. U3-16 I stick the paper record on my wall.
    4. U3-02 I use paper notes record some major spends.
  2. Some people use electronic way to do bookkeeping.
    1. U4-02 I use my laptop to deal with the bookkeeping.
    2. U1-09 I use Excel to record and manage the data of the book.
2. People use different methods to recall their consumption.
  1. Some people use memory to recall the information.
    1. U5-05 I usually recall all the consumption details according to my memory.
    2. U4-07 Sometimes I have to recollect spends amount according to my memory.
    3. U2-04 Besides checking my account, I’ll use my memory to recall the purchase.
  2. Purchasing receipts are commonly used to recall the spending information.
    1. I always use receipt to recall the price.
    2. U4-06 I used to keeping the original receipts to recall the spends amount.
  3. Some people do bookkeeping depending on the record from bank account.
    1. U2-02 I check my bank account twice per month to see what I’ve spent these days.
    2. U1-022 I think check bank account is a good way to manage the bookkeeping.
3. People need other tools to help them do the bookkeeping.
  1. Most people are accustomed to use calculator to help their bookkeeping.
    1. U5-19 Sometimes I need a calculator while doing bookkeeping.
    2. U4-15 I do really need the calculator.
    3. u1-15 I need the calculator to do the bookkeeping.
    4. u3-10 I want the software equips calculator function.
Software Expectation
1. People want a kind of software which is easy to apply.
  1. 1. The user interface of the software should be user friendly
    1. u2-06 The software must be user friendly
    2. u1-11 when I try a new software of bookkeeping, I hope it is user friendly and convenient to use.
  2. 2. The functions of bookkeeping software should be simple
    1. u5-10 I want my bookkeeping note to be simple and easy to read and classify.
    2. u4-14 I hope the function can be simple and pure. I dislike those complicated functioned softwares.
2. People have detailed requirements with the function design of the software.
  1. 1. Hoping the software can also provide some information about the finance and stock market.
    1. u2-11 The software should have some assistant features like some finance investment functions.
    2. u5-14 It will be best if my investment software that I currently use to incorporate the bookkeeping function.
    3. u5-12 I use investment and financing software on my itouch to manage my stock.
    4. u2-14 It'll be acceptable if the software can provide some information about the security market.
    5. u1-12 I am willing to use a tool of bookkeeping which also has functions of stocking, investing and financing.
  2. 2. People want a kind of software which can help them record and recall their purchase information in anywhere.
    1. U5-16 I need something to keep myself information of the balance of each my account.
    2. U1-14 If some tools can record my purchase condition constantly, I think it’s great.
    3. U2-10 I hope that the software can reveal total consumption record and proportion of different categories.
    4. U5-17 I usually charge a lot in my octopus card and use it to purchase, so I need a consumption detail list of it.
  3. Users have eager need on deal with exchange rates among different currencies.
    1. u4-16 It will be much convient if it has the rating exchange function.
    2. u2-15 The software can has the rate exchange function and also the calculator.
3. People emphasize the interface of the software.
  1. 1. Input function is very important for people who use e booking software.
    1. u2-07 If the software costs me too much time to input, I will abandon it.
    2. u3-12 I hope this software can connects to my bank card, and records my expenses automatically.
    3. u2-12 Both online and mobile platforms should be compatiable.
    4. u3-11 I do not want to input every records by my hands.
    5. u3-13 I want to use voice to record if it is a mobile phone based software.
  2. 2. Those catalogs should let users easy to classify their incomes and expenses
    1. 03-14 I do not want too detailed catalogs to classify my consumption records.