Roadmap

Development milestones and future plans for Personal Finances.

Current Status

The system is live and in active use. Core features are complete.

Completed

• Telegram bot with image, PDF, and text receipt parsing
• AI extraction with Claude Sonnet 4.6 (vision) and Haiku 4.5 (text)
• AI categorization and duplicate detection
• Mandatory confirmation before persisting expenses
• REST API (hexagonal architecture) with Supabase Auth JWT
• Next.js dashboard — expenses, reports, categories
• Expense and income tracking (transaction_type)
• CI/CD pipeline (GitHub Actions → Render + Vercel)
• Monthly automated report via APScheduler
• CSV export

In Progress

• Frontend design system (Tailwind-based, mobile-responsive)
• Documentation site (personal-finances-doc)

Planned

• Mobile-responsive frontend (spec written)
• Income tracking UI (spec written)
• Budget limits per category with alerts
• Recurring expense detection
• Annual summary report
• Dark mode