Backlog

Next up

In Progress

Done

Technical Roadmap

In Review

Anonymize and publish frum.finance case studies

niebloomj

<ul><li>Put in your grocery list</li><li>Put in your preferences like:<ul><li>How much savings would it be worth it to go to an additional store</li><li>What are your preferred stores</li><li>What membership clubs are you in: costco, etc.</li><li>Preferred brands</li></ul></li><li>Fetch current prices</li><li>Crowdsource from users correcting pricing inaccuracies</li><li>Generates a list of which stores to go to and what to buy at each store.<ul><li>Maybe to help you not overbuy you have to upload your receipts to prove you didn’t buy anything not on the list or else you lose access to the app for X days.</li></ul></li></ul>

Automated Grocery Planner

Leverage BudgetInsights to allow for a family to simulate moving to a different community. See how it would impact their tuition, food, housing, etc.

Simulate Moving Communities

Forge partnerships with local synagogues, community centers, and financial institutions to offer workshops, seminars, and even joint financial planning events. This can increase the platform’s reach and credibility.

Community & Financial Institution Alliances:

Develop native iOS/Android applications to offer on-the-go financial management.

Mobile App Development

<ul><li>Create a customizable dashboard where users can track budgets, savings, and financial goals at a glance.</li><li>Pull from YNAB, RightCapital, and their <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://frum.finance">frum.finance</a> account and show them a beautiful dashboard with seamless reporting</li></ul>

Personalized Financial Dashboard

The Simchah Spending Compass is designed to empower families by providing clear insights into what typical simchah-related spending looks like, giving them the ability to control their expenses more effectively. By benchmarking current expenses against community norms and historical data, families will quickly recognize overspending trends and adjust their budgets accordingly. This tool not only tracks and categorizes simchah expenses but also helps users identify early what they need to save up for, ensuring they are financially prepared for future celebrations while maintaining sustainable spending habits.Integrate a dedicated Simchah Tracking feature within our Budget Insights module to empower users with enhanced financial visibility for their celebratory events. This feature will track and compare simchah-related expenditures (e.g., weddings, bar mitzvahs, and other joyous events) against allocated budgets, enabling families to plan more effectively.Key Features:<ul><li>Expense Tracking: Log and categorize all simchah-related expenses for a comprehensive view.</li><li>Comparative Analysis: Automatically compare actual spending with historical data and recommended budget ranges.</li><li>Visual Dashboards: Intuitive graphs and charts to highlight trends, overspending alerts, and potential savings.</li><li>Budget Recommendations: Tailored insights and tips based on past spending patterns and community best practices.</li></ul>Benefits:<ul><li>Enhanced transparency for planning and managing simchah expenses.</li><li>Empowerment through data-driven budgeting, leading to more sustainable celebrations.</li><li>Support for the community in achieving financial balance without sacrificing the joy of simchah.</li></ul>This roadmap item aligns with our commitment to providing actionable financial insights and fostering financial literacy within our community.

Simchah Compass (Budget Insights Feature)

Financial Wellness Portal for Youth

Use community insight to help project cash flow needs at different life stages, including marriage, child-rearing, education expenses, and retirement. Incorporate community-specific milestones and expected financial obligations.

Cash Flow Forecasting for Different Life Stages

Develop a budgeting and support tool for families where one or more members are learning in kollel, offering financial planning resources, scholarship information, and community support options.

Kollel Related Resources and Tooling

https://github.com/frumfinance/FrumFinanceCore/issues/58

Planned

Calculator for optimal life insurance coverage

Develop an interactive, step-by-step wizard that helps users define and track multiple financial goals—such as saving for a home, vacation, or education—with visual progress indicators.

Goal-Setting Wizard (help inform their RightCapital goals)

Launch a Podcast

<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://github.com/orgs/frumfinance/projects/2/views/3?sliceBy%5BcolumnId%5D=Milestone&amp;sliceBy%5Bvalue%5D=v1.1">https://github.com/orgs/frumfinance/projects/2/views/3?sliceBy%5BcolumnId%5D=Milestone&amp;sliceBy%5Bvalue%5D=v1.1</a>

Budget Insights V1.1

<ul><li>We already have code for using playwright to automated login to get the token for the API</li><li>There is no documented API, it needs to be explored via UI and then captured the network activity.</li><li>We already have built an SDK locally but have only coverage for requests for getting the financial data for a client, but nothing regarding manipulating the data or running various simulations.</li><li>Explore the UI by creating an account at<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://frum.finance/planning">https://frum.finance/planning</a></li></ul>What parts of the UI does the first version of the MCP server need?Profile<ul><li>Networth</li><li>Goals</li><li>Income</li><li>Savings</li><li>Expenses</li><li>Family</li></ul>Retirement<ul><li>Analysis (and all the action item features-</li><li>Analysis -&gt; Confidence</li><li>Stress Test</li><li>Cash Flows</li></ul>Estate<ul><li>Checklist</li></ul>

RightCapital MCP Server

Re-engagementRequirements Detect when Slack users become inactive Send them a bot message to reengage them somehow (automatically link a thread with lots of activity, the code for finding such a thread already exists) If they don’t engage from the bot message after X time, let’s try engaging them via email. What should be in the email? Idk. Maintain a dynamo table of users and their activity for reporting After some time, if they don’t engage via email or slack, send message that the account is being marked as inactive and will be reviewed for deletion.Extra credit: Right now, every time someone joins the Slack, I manually personally message them, welcome them, and ask them how they found out about us. Can we automate that to come from my account? I only know how to do it from a bot.

"Re-engagement" A bot to attempt to reengage slack users who have become inactive

Make a part two to the RightCapital onboarding video

<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://github.com/orgs/frumfinance/projects/3">https://github.com/orgs/frumfinance/projects/3</a><ul><li>Gamified Progress: Introduce gamification elements like challenges, badges, and milestones to make financial learning more engaging.</li></ul>

Naomi Serkez

Roadmap v2: The Start Page and Roadmap steps are too confusing and there is no way to track my progress through either.

<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://github.com/orgs/frumfinance/projects/2/views/3?sliceBy%5BcolumnId%5D=Milestone&amp;sliceBy%5Bvalue%5D=v1.0">https://github.com/orgs/frumfinance/projects/2/views/3?sliceBy%5BcolumnId%5D=Milestone&amp;sliceBy%5Bvalue%5D=v1.0</a><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://docs.google.com/document/d/156Nutg_VfpUvo8DquGB8LrexSxjVIaT1T9cC7obeGEs/edit?tab=t.0">https://docs.google.com/document/d/156Nutg_VfpUvo8DquGB8LrexSxjVIaT1T9cC7obeGEs/edit?tab=t.0</a>