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Once we have provided users with an wholistic view of their finances. The next step is to provide more in depth tracking & analysis. * **Budgeting and Expense Tracking:** Many successful apps focus on budgeting as a core feature, allowing users to set budgets for different categories and track expenses against them. We need to think about features that enable users to plan for several months in the future and set easy financial goals . * **Investment Tracking and Analysis:** Integrating investment tracking features to provide users with insights into their investment portfolios, including asset allocation and performance analysis so it can further offer a more holistic view of their wealth .
Overdue by 1 year(s)•Due by April 30, 2024The goal of this milestone is for users more holistic view of their wealth. * **Personalized AI Insights:** Introduce basic AI-driven insights to offer personalized financial advice and savings strategies. * **Additional Open Banking Integrations like Plaid:** Integrate with additional open banking platforms like Plaid to expand our service reach and accommodate more international users, enhancing our app's accessibility and functionality across borders. * **Basic Investment View Integration:** Develop and integrate a basic investment tracking feature that aggregates users' investment data, providing a preliminary view of their overall wealth * **Exploration of Crypto Asset Integration:** Integrate crypto asset tracking capabilities to offer users a more holistic view of their wealth. * **Monetization Strategy:** Conduct analysis of our current integrations to develop initial monetization strategies, such as premium features or subscription models
Overdue by 1 year(s)•Due by April 30, 2024•3/3 issues closed* **App clean up:** Cleaning up the app interface, hiding non-functional features while keeping functional features accessible. * **Streamlined User Onboarding:** Deliver an intuitive , frictionless onboarding experience that quickly guides users from sign-up to insights. * **Financial Overview:** Provide users with a holistic view of their financial health, for this initial version it will include including transactions, monthly spending, and net worth, directly within the dashboard. * **Self Hosting:** Facilitate seamless self-hosting for users, with detailed guides and blog support, ensuring a smooth, user-driven deployment experience.
Overdue by 1 year(s)•Due by March 30, 2024•16/16 issues closedMake the frontend work as a MVP with the backend
No due date•3/3 issues closedTasks related to the clean up of the original template
No due date•2/2 issues closed**Goal**: code the core logic of the `@projectx/openbanking` package to enable the integration of multiple connectors.
No due date•9/9 issues closed- No due date•1/1 issues closed