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.