Product roadmap

See what we’ve shipped, what we’re building, and what’s next. We focus on clarity and control for your finances.

Completed In progress Planned

Completed

Spending & transactions

Track income and expenses with categories, filters, and monthly views.

Savings goals

Set targets, track progress, and visualise goals with progress bars.

Bills & calendar

Bill management, due dates, and calendar view with forecasting.

Financial health score

Overall wellbeing metric and insights based on your data.

Stripe billing

Subscription, 2-day trial, and secure checkout.

Discord bot

Slash commands for status, stats, invite, and admin metrics.

PWA & install

Install OptiFlow as an app on mobile and desktop. Manifest, service worker, and install prompt in dashboard.

Export & backup

CSV, JSON, PDF exports from Transactions and Bills; Download my data (JSON) in Settings; encrypted dev backups.

2FA & security

Two-factor auth (TOTP), email verification, forgot password, and password reset flow.

Multi-currency

Display currency conversion (Settings), live rates API, and per-goal currency on savings goals.

Couples / shared

Shared pots, split bills, and household budgeting in the dashboard.

Smart notifications

Alerts card with bill reminders, goal milestones, spending alerts, and optional browser notifications.

Insights & tips

Actionable tips: bill due dates, add-to-goal suggestions, and spending vs budget recommendations.

Data & reporting

Year in review, this month vs last month, net worth, and recurring transaction detection.

Mobile & performance

Skeleton loaders and lazy-loading of heavy sections (charts) when they enter the viewport.

Security & trust

Active sessions list, log out everywhere, and security audit log (sign-in, 2FA, export).

In progress

Next priorities will appear here.

Planned

More features coming soon.