Where it is

Roadmap

Every release, and what is in it. Status is read from the spec repo and the org's releases when this page is built — when the code moves, the page moves.

Overall1/4 releases· 9/29 deliverables

78%

Read from the GitHub org at build time — nobody updates this page by hand.

shipped
Shipped
Shipped
Everything released in a tag. v1.3.0 "Local & in sync" is the newest of seven, shipped 14 June 2026.
100%
Not yet released
- The v1.0 line — the ledger and the chains
- v1.1 — runtime and packaging
- v1.2 — the first insight layer
- v1.3.0 "Local & in sync" — shipped 2026-06-14
- Base-currency FX conversion — pluggable, offline-capable rate sources
- Savings goals with forecast-driven projected finish dates
- Savings pots / envelopes over a real account balance
- Responsive, installable PWA with an offline app shell
- PIN / biometric app-lock, and the at-rest key-unlock gate sync later consumes
- Bills / cash-flow calendar with a running projected balance
- Tax-deductible tagging and per-year CSV/PDF export
- Full-text search over all retained history (FTS5 trigram) + ⌘K palette
- Unusual-charge / anomaly alerts
unreleased
Landed, not yet released
In progress
Merged and covered by tests on the development line, but not in a tag. This is what a v2.0 release note will mostly consist of.
50%
Not yet released
- The sync stack
- Op-log / CRDT merge-layer spike validated against the live schema
- Change capture + CRDT merge engine: signed append-only op-log, HLC ordering, SQLite as a deterministic materialised view
- Device identity + pairing: Ed25519 / X25519, QR and word-code, safety numbers
- Encrypted transport: Noise XX/IK, mDNS LAN-direct, zero-knowledge relay fallback
- At-rest encryption per device, device revocation, group-key rotation and re-wrap
- Sync status and health surfaces
- Budgeting parity — the "observe → operate" cluster
- Split transactions across multiple categories (the hard prerequisite for honest envelopes)
- Envelope (zero-based) budgeting: ready-to-assign pool, monthly grid, move-money, rollover, templates
- Account reconciliation with cleared status
- General-purpose rules engine (multi-condition, multi-action, re-applicable)
- Migration importers for YNAB4, nYNAB, and Actual Budget
- Notifications, open banking, reports, and the comment policy
- Notifications and reminders: four proactive triggers plus a persistent, deduplicated inbox with cross-device-synced read state
- Optional open-banking import connector: Enable Banking aggregator, bring-your-own-key, AIS-only, off by default
- Custom report builder and saved reports (/reports), up to three pinned to the dashboard
- Code-comment policy enforced by an architecture test, after a manual sweep of roughly 1 435 backend PHP files
- The single Public definition of "your current position", composed from other modules' Public seams
remaining
Remaining before v2.0
Planned
The whole outstanding list. Everything else is done.
0%
Not yet released
- Mobile client as a fully synced peer
- App-store publishing and distribution
- Release-readiness carry-over
backlog
Post-v2.0 backlog
Planned
Listed so it is visible, not so it is scheduled. Explicitly not v2.0 scope.
0%
Not yet released
- Public API and scripting interface
- SMTP-based password reset
- A real shared-household surface
- PostgreSQL

The repositories

beatraxproduct

Local-first personal finance dashboard that resolves cross-account routing chains across banking, ICS Cards, PayPal, and Google Play.

PHP · ★ 8

specspec

The canonical specification for beatrax — 1,161 requirements, and the reasoning behind every one.

Python

websitesite

The beatrax website — a local-first personal finance dashboard, shown as it actually runs.

TypeScript

.githuborg

Org-wide community health files and profile — inherited by every beatrax-app repository.

Markdown

Roadmap source →