Commit Graph

3 Commits

Author SHA1 Message Date
andy 3f8b1d9056 Add implementation plan with 21 tasks across 6 phases
Covers: project setup, database models, CSV import pipeline with
description normalization, rule-based categorization engine, spending
analysis/recurring detection/forecasting services, PySide6 desktop UI
with import wizard/transactions/analysis/recurring/settings views,
dark/light theming, and integration testing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:17:03 -05:00
andy 0e1013c673 Update design with real CSV format analysis and household details
Adds known source formats (Chase credit card with headers, Wells Fargo
checking headerless), description normalization strategy, cross-account
transfer detection, source category hints, household income sources,
and sample categorization rules based on real transaction data.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:05:51 -05:00
andy a1d550d1e0 Add spending analysis app design document
Captures the full v1 design: CSV import with auto-mapping, rule-based
categorization (extensible for AI), household member attribution,
spending trends, category breakdowns, recurring charge detection,
and forecasting.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 14:02:55 -05:00