Features Roadmap
- Transaction Ledger
- Asset Ledger
- Investment Ledger
- Loan Ledger
1. Transaction Ledger
The Loan Ledger would have the following functionality:
- Institutions
- Accounts
- Assets
- Liabilities
- Equity
- Income (revenue)
- Categories
- Tags
- Payees
- Balances
- Balance modification
- Documents
- Cash flow
- Budget
- Buckets
- Reports
- Commodity (Currency)
- Opening date
- Opening equity
2. Asset Ledger
The Asset Ledger would have the following functionality:
- Location
- Value
- Picture
- Depreciation
- Receipt
- Reports
3. Investment Ledger
The Investment Ledger would have the following functionality:
- Holding account
- Commodity
- Price history
- Lots
- FIFO
4. Loan Ledger
The Loan Ledger would have the following functionality:
- Equity balance
- Principal
- Interest
- Interest rate
- Loan period
Accounts
- Account number (if applicable)
- Account name
- Beginning account balance
- Transaction type
- Customer, vendor and employee name in case applicable
- Date
- Debit and credit columns
- Description
Workflow
- [ ] Map out the development workflow
- [ ] Develop REST API server (backend) minimum viable product
- [ ] Develop web server (frontend) minimum viable product
- [ ] Develop deployment integration
- [ ] Work through feature set:
- [ ] Feature 1
- [ ] Feature 2
See the Personal Ledger - Roadmap for a full list of proposed features.