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Planning a new Finance App, looking for pointers for Features.

Hello, I am planning a new opensource project. I have been using Firefly-iii for my personal financial needs, but I feel it lacks a few features that I would prefer. And, I dont wish to use multiple apps to get my finances clear. Thus, I feel this would be a good project to work on. My skills aren't that great, thus it might take some time to build this but i am willing to invest that time. For now, I intend to incorporate following features: Import data from json and csv files Import data from APIs for current financial prices for stocks and other instruments Budgeting Dashboard to see current Financial net worth, with segmented views Automated tags and categories Later Stage would include: Projections using local AI Mobile App Import from SMS Dashboard Multiple viewing methods to allow, specific views to be shared. Looking for ideas regarding: Any other features that I should incorporate in the ver 1 and Later Stages Any specific guidance regarding project relating to the stack that I should use, current I intend to use ReactJS with Typescript and Postgresql

Mar 3, 2025 - 22:43
 0
Planning a new Finance App, looking for pointers for Features.

Hello, I am planning a new opensource project.

I have been using Firefly-iii for my personal financial needs, but I feel it lacks a few features that I would prefer. And, I dont wish to use multiple apps to get my finances clear. Thus, I feel this would be a good project to work on.

My skills aren't that great, thus it might take some time to build this but i am willing to invest that time.

For now, I intend to incorporate following features:

  • Import data from json and csv files
  • Import data from APIs for current financial prices for stocks and other instruments
  • Budgeting
  • Dashboard to see current Financial net worth, with segmented views
  • Automated tags and categories

Later Stage would include:

  • Projections using local AI
  • Mobile App
    • Import from SMS
    • Dashboard
  • Multiple viewing methods to allow, specific views to be shared.

Looking for ideas regarding:

  • Any other features that I should incorporate in the ver 1 and Later Stages
  • Any specific guidance regarding project relating to the stack that I should use, current I intend to use ReactJS with Typescript and Postgresql
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