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Zach Gollwitzer edited this page Feb 2, 2024 · 11 revisions

What is the broad vision?

We are building a "COSS Personal Finance OS".

What does this mean?

We're hard at work to figure this out, but here's a "quickstart":

  • Personal finance tools that grow with your life circumstances
  • A "self-service" toolbox to help you make better decisions about your money

Think of it in terms of "Maybe Core" and "Maybe Apps":

  • Core - the "building blocks" of personal finance
    • Sign up individually and add your family
    • Add your accounts (checking, savings, credit card, loans, equity, crypto, etc.)
    • Manage your transactions (rules engine, quick search, categorization, notes, etc.)
  • Apps - only choose what you need at your current stage of life
    • Insights and Reporting (net worth, income and expenses by category, key ratios)
    • Budgeting
    • Goal setting
    • Retirement planning
    • Investment tracking

Why should I care as a contributor?

We're in the early days of a Rails rebuild, but we are NOT starting from scratch.

Maybe 1.0 was written in a different framework and ecosystem, but we built a solid data model and some solid abstractions and patterns for dealing with personal finance.

Our goal is to "lift and shift" many of these ideas to Rails.

From Maybe 1.0 -> Maybe 2.0

WIP

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