Roadmap
Sossoldi is an open-source project driven by a singular ambition – to empower individuals in making deliberate financial choices. Unlike conventional tools, this project currently operates without dates, reflecting its early-stage development as a dynamic open-source endeavor. It is designed as a mobile-first application, allowing users to easily track their net worth anywhere without the need for a PC.
Phase 1: Income/Expense Tracking + Budgeting (Beta)
Objective: Build a robust foundation for users to track their income, expenses, and create basic budgets.
1. User Interface (UI) Design and Wireframing
- Design a clean and user-friendly interface for easy navigation.
- Create wireframes for essential screens such as dashboard, income/expense tracking, budgeting and add transaction
- Use graphs and data to make it easier for a user to understand how they are doing with their financials
2. Implement expense tracking with customizable categories.
- Allow users to input one-time and recurring expenses.
- Enable the user to create custom categories or subcategories
3. Budgeting
- Introduce basic budgeting features to help users set spending limits.
- Provide notifications/alerts when users approach or exceed budget limits.
4. User Feedback and Iteration
- Launch a beta version for limited user testing.
- Gather user feedback and make necessary improvements.
Phase 2: Feature Refinement, Import/Export Data and Google Sheets Integration (First Stable Version)
Objective: Enhance the app’s functionality and make it more versatile for users.
1. Feature Refinement
- Refine existing features based on user feedback.
- Optimize performance if necessary and address any bugs or glitches.
2. Import/Export Data
- Allow users to import historical financial data from other sources.
- Enable export functionality to share or backup their data.
3. Google Sheets Integration
- Integrate with Google Sheets to provide users with a more in-depth environment for financial planning.
- Develop a free template for users to import their data into Google Sheets seamlessly.
Phase 3: Investments Tracking (Stocks, ETFs, Bonds, Crypto, Real Estate) + Cloud Backup (Optional)
Objective: Expand the app’s scope to include investment tracking and provide optional cloud backup.
1. Investments Tracking
- Integrate features for users to track various investments, including stocks, ETFs, bonds, cryptocurrencies, and real estate.
- Provide real-time market data updates for investment portfolios.
2. Cloud Backup (Opt-in)
- Implement optional cloud backup functionality for user data.
Phase 4: Open Banking API Integration
Objective: Enable automatic tracking of financial movements by integrating with Open Banking APIs.
1. Open Banking API Integration
- Partner with the necessary entities to integrate Open Banking APIs.
- Allow users to link their accounts for automatic income and expense tracking.
2. Financial litteracy
- Integrate tooltips and guides within the app for users unfamiliar with investment terms.
- Create a list of good resources for the users that want to learn more about personal finance.
By following this roadmap, Sossoldi will evolve from a basic income/expense tracker to a comprehensive financial management tool, offering users a complete view of their finances.