Planned Features

• Enable uploading your data to our servers. This will unlock tons of features such as: push notifications, email reports, backups, etc.

  • Phase 1: Button to manually upload your data, so that your "source of truth" becomes the servers. Add another button to "load all data" from the servers. We should also load the data on each app boot to make sure that cloud computations should be reflected.
  • Phase 2: Your data evolves automatically one the cloud. Your incomes & expenses compute automatically, and automatically trickle down to your assets & liabilities.
  • Phase 3: Push notifications - "Paycheck arrives today!", for each income/expense
  • Phase 4: Send weekly finanial reports by email. Take a weekly "snapshot", and analyze net worth changes, whether you are "on track" for the year or not, etc. Add a push notification to remind you to update your asset values, so that your financial snapshot is accurate.
  • Phase 5: Automatic upload of your data. The phone would be able to operate fully offline, and would sync when back online.
• Add a "notifications" page in the settings, to toggle what kind of notifications you receive, and whether you receive them by email, push, both, or neither.

Coming Improvements

• Upgrade storage speed (SQLite). Would reduce loading times and prevent random crashes.
• Analytics tab: Each of the components could be clickable and open a page (as opposed to a modal). On each of these pages, we could display a "simplified", "detailed", or "educational" view of the numbers.
• Analytics tab: As we add more and more components on the Analytics tab, we should be able to re-arrange the order. There should be an "edit" mode where you can add/remove/move the components to your liking.
• You should be able to toggle on/off each income and expense, to see its impact on your financial numbers.
• You should be able to adjust the growth values for each income/expense/asset/debt individually (would override the "global" increase rates).
• Yearly Email reports: Receive a yearly financial report worthy of your time.

Known Issues We're Working On

• Income tab: UI issue where the sum of expenses is sometimes displaying 11 months, sometimes 12 months.
• Analytics tab: The expenses sum is sometimes wrong.

  • Reason: Sometimes, it doesn't load all the expenses because the fetch operation crashes.
  • Temporary fix: we should be able to press a button "recalculate all".
  • Permanent fix: Improve the storage so it doesn't sometimes crash when loading huge amounts of data.