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Compass

A privacy-first, offline-first personal financial operating system.


Vision

Compass is designed to become the single place from which I manage, understand, and improve every aspect of my financial life.

Rather than being just an expense tracker or budgeting application, Compass is intended to function as a complete financial operating system.

Its primary purpose is to help make better financial decisions through data, automation, and intelligent insights while ensuring that all personal financial information remains under my control.


Core Principles

  • Privacy First
  • Offline First
  • Zero Recurring Cost
  • Data Ownership
  • Automation Over Manual Work
  • Long-Term Maintainability
  • AI-Assisted, Never AI-Dependent

Long-Term Goals

  • Expense Tracking
  • Income Tracking
  • Investment Portfolio
  • Net Worth Dashboard
  • Tax Planning
  • Reimbursements (RFB)
  • Goal Tracking
  • Property Planning
  • Insurance Management
  • Vehicle Management
  • Document Management
  • AI Financial Assistant

Architecture

Frontend:

  • React
  • TypeScript

Backend:

  • Python

Storage:

  • Google Sheets
  • Google Drive

Optional Local Cache:

  • SQLite

Platform:

  • Desktop First

Project Status

Current Version:

v0.1

Current Milestone:

Project Foundation


Repository Structure

Compass/ ├── docs/ │ ├── 00-Vision.md │ ├── 01-Ubiquitous-Language.md │ ├── 02-Architecture.md │ ├── 03-Domain-Model.md │ ├── 04-Data-Dictionary.md │ ├── 05-GoogleSheets-Schema.md │ ├── 06-Development-Roadmap.md │ ├── 07-ADR.md │ ├── 08-UI-Guidelines.md │ └── 09-Future-Ideas.md ├── app/ ├── tests/ ├── scripts/ └── README.md


License

Private Project.

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