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Shrewd Budgeting App

UI design mock

Figma link

TO DO:

  • Add File API
  • Add credit card logic
  • Investment or Debt accounts
  • Add Targets (Monthly, Month/Year, By Date)
  • Reconciliation
  • Importing from YNAB
  • Importing and matching transactions from bank statement
  • Multiple budgets
  • End to End encryption
  • Reports
  • Scheduled transactions (how do we sync this?)
  • Smart auto populate of categories and payee when doing a transaction
  • Export to spreadsheet (Aspire?, option to filter transactions when exporting)
  • Mobile App (Notification icon doesn't go away if you have overspend)
  • Search
  • Change currency and date display format.
  • Change locale?

UI Improvements:

  • Undo redo shouldn't change postiions when going to transaction page from category page
  • Allow multi delete of category groups
  • Make a better UI for deleting transactions and hiding categories
  • Make category group selectable which then show options in sidebar including show/hide hidden categories.
  • If undo changes category assign, go to the month it is happening
  • If it modifies a transaction, go to that account's transactions page

Optional

  • Sharing
  • Password lock
  • Plugin system
  • Multiple language translations

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Shrewd is a free open source budgeting app

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