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Roadmap

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Phase 0: Bootstrap (v0.1.0)

Project skeleton, vision/PRD/architecture docs, donor isolation, CLI builds.

Phase 1: First Contracts (v0.1.0)

Config, encrypted SQLite migrations, accounts/transactions/categories/tags/recurring read commands with JSON contracts, deterministic sorting and pagination.

Phase 2: Plaid and Bridge Sync (v0.2.0)

Plaid and Bridge configuration, link/sync commands, provider item/account/transaction storage, fixture tests.

Phase 3: Monarch Migration

Monarch import source; Monarch accounts and transactions mapped into canonical records.

Phase 4: Finance Primitives

Budgets, budget categories, rules, cashflow, and net worth.

Planned

Phase 5: Additional Providers and Imports

  • MX, Finicity provider adapters.
  • Apple Card export import source.