Back to Home
Product Roadmap

Building in Public

Our journey to 1.0: a complete local-first financial operating system with no external dependencies.

Last updated: December 18, 2025

12

Sprints Complete

13

Current Sprint

7

Sprints Remaining

Roadmap Philosophy

The core product is local-first and dependency-free. This means:

  • Everything works offline, forever. No subscription, no server, no internet required.
  • Your data lives on your device. Export it, back it up, own it completely.
  • No AI, no telemetry, no tracking. Privacy by design, not by policy.
Local-First 1.0 Commitment

All features through Sprint 20 require no external services.

Networking, cloud sync, bank integrations, and AI are optional post-1.0 plugins. The complete Local-First 1.0 experience works entirely on your device.

External services will be optional premium plugins. Things like:

  • Bank sync (Plaid integration) — optional, paid
  • Cloud backup and sync — optional, paid
  • Shared workspaces — optional, paid
  • AI-powered categorization — optional, paid

The core will always be free, local, and complete.

Sprint 1 Complete

The Vision

Foundation and manifesto. Established the core principles of a local-first financial operating system.

Project setupCore architectureManifesto
Local-first, no external services
Sprint 2 Complete

Local-First Persistence

Implemented Dexie/IndexedDB for local-first data storage with soft-delete and tombstone support.

Dexie databaseCore primitivesRepository layer
Local-first, no external services
Sprint 3 Complete

Ledger Engine

The financial truth layer. Derived balances, transfers, splits, and reconciliation—all with integer math.

Balance calculationsTransfer pairsSplit transactionsReconciliation
Local-first, no external services
Sprint 4 Complete

Views & Query Engine

Declarative Views as first-class primitives. Read-only, deterministic query execution.

View primitivesQuery engineFilter/sort/groupBuilt-in views
Local-first, no external services
Sprint 5 Complete

Rules Engine

Suggest-first automation. Views as triggers, declarative actions, full audit logging.

Rule evaluationSuggest modeAuto-applyAudit log
Local-first, no external services
Sprint 6 Complete

View Safety & Validation

Defensive programming for query execution. Prevented IDBKeyRange errors and ensured determinism.

Filter validationError handlingEdge case fixes
Local-first, no external services
Sprint 7 Complete

Workspace UI

Core application interface. Account management, transaction entry, dashboard views.

Workspace dashboardAccount CRUDTransaction entry
Local-first, no external services
Sprint 8 Complete

Shareable Views

Links over exports. Time-limited, scope-constrained sharing with privacy enforcement.

Share creationScope constraintsAnonymizationRevocation
Local-first, no external services
Sprint 9 Complete

Backup & Restore

Full workspace export/import for true data ownership. Versioned JSON format with validation.

Export serviceImport validationLossless roundtrip
Local-first, no external services
Sprint 10 Complete

Foundation Hardening

Trust through tests. Comprehensive regression suite proving all invariants hold.

34 regression testsBoundary auditsDocumentation
Local-first, no external services
Sprint 11 Complete

Operation Log

Append-only operation log for workspace history. Foundation for sync, undo, and time travel.

Operation primitiveLedgerService emissionHistory viewerBackup integration
Local-first, no external services
Sprint 12 Complete

Sync Bundles & Merge Engine

Manual, offline sync through operation bundles. Deterministic merge with explicit conflict resolution.

Sync bundle exportMerge engineConflict detectionOperation replay
Local-first, no external services
Sprint 13 In Progress

Undo, Replay & Time Travel

Operation-based undo via compensating operations. Read-only time travel to any historical state.

Undo serviceCompensating operationsTime travel viewHistory replay
Local-first, no external services
Sprint 14 Planned

Scheduled Rules

Time-based rule triggers for automated recurring transactions and scheduled categorization.

Time-based triggersRecurring transactionsScheduled actions
Local-first, no external services
Sprint 15 Planned

CSV & QIF Import

Bank statement import with duplicate detection, field mapping, and Quicken-class onboarding.

CSV parsingQIF supportField mappingDuplicate detection
Local-first, no external services
Sprint 16 Planned

Budgets & Targets

Category-level budget tracking with rollover support and spending targets.

Budget primitivesRollover logicTarget trackingProgress visualization
Local-first, no external services
Sprint 17 Planned

Multi-Currency Support

Support for multiple currencies within a workspace with conversion tracking and reporting.

Currency primitivesConversion trackingMulti-currency reports
Local-first, no external services
Sprint 18 Planned

Charts & Dashboards

Visual analytics with spending charts, income trends, and customizable dashboard widgets.

Chart componentsDashboard widgetsTrend analysisExport to image
Local-first, no external services
Sprint 19 Planned

Templates & Onboarding Packs

Pre-configured workspace templates and onboarding flows for common use cases.

Template libraryOnboarding wizardQuick start packs
Local-first, no external services
Sprint 20 Planned

UX, Performance & Accessibility

Final polish for 1.0 release. Performance optimization, accessibility audit, and UX refinements.

Performance auditA11y complianceUX polish1.0 release
Local-first, no external services

Follow the Journey

We document every decision, every challenge, and every breakthrough in our developer journal.

Developer Journal Try the App