Version History, Work In Progress & Roadmap
Track how TracFi evolves. Review released capabilities starting with Version 0.1, active features being crafted, and upcoming roadmap initiatives.
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Released Versions & Features
Production LiveTracFi Core Launch — Collaborative Wealth Engine
Initial public release establishing the foundational multi-tenant wealth tracking system for individuals, couples, and families.
Included Capabilities in v0.1
Multi-Tenant Workspace Engine: Isolated Personal, Couple, and Family workspaces with role-based member management.
Unified Bank & Credit Ledger: Multi-currency account tracking across savings, current, and credit accounts.
Precious Metals Asset Vault: Physical gold & silver holdings tracking with live/manual market valuation.
2FA Security & Session Control: Email OTP two-factor authentication and active session protection.
Income & Expense Cashflow Engine: Categorized transaction logging with workspace visibility controls.
Category Budget Planner: Real-time budget limit allocation with visual progress meters and alert thresholds.
Smart Savings Vaults: Dedicated savings targets with locked fund tracking.
Financial Goals & Milestones: Goal completion timelines with progress percentages.
Workspace Isolated To-Do & Tasks: Shared task lists for financial planning and workspace maintenance.
Visual Analytics & Charts: Interactive breakdowns for Income, Expense, Savings, and Goals trends.
Support Desk & Feedback Center: In-app support ticketing system with file attachment uploads.
Admin Control Console: Centralized administration for user activity, workspace directory, and tickets.
Work In Progress (Active Development)
In FlightAutomation & Financial Intelligence
Active development on automated cashflows, recurring logs, and statement imports.
Features Currently Being Built
Recurring Automated Transactions: Schedule repeating income and recurring subscriptions auto-logged into ledgers.
Multi-Currency Real-time FX Sync: Automated exchange rate conversion for international assets.
CSV & Bank Statement Parser: Bulk transaction import from CSV templates.
Future Plans & Product Backlog
Planned RoadmapAdvanced Analytics & Family Office Reports
Planned expansion for custom reporting, AI insights, and broader asset classes.
Backlog Items & Planned Architecture
Custom PDF & Excel Financial Reports: Export comprehensive monthly and yearly workspace balance sheets.
AI Financial Coach Insights: Smart spending anomaly detection and optimized savings recommendations.
Expanded Investment Vault: Integration with stocks, mutual funds, and crypto asset tracking.
Collaborative Expense Approval Workflow: Threshold-based expense edit and approval requests between partners.