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gizmoduck/docs/product.md

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Product scope

Gizmoduck is a privacy-conscious personal finance application for an individual managing their own accounts and credit cards locally. It succeeds Robopato, retaining lessons from Banco do Brasil statements and Ourocard invoices without carrying forward notebook-driven architecture or importing historical data by default.

MVP

  • Manage bank accounts and credit cards.
  • Import bank-account CSV and Banco do Brasil/Ourocard credit-card TXT.
  • Preview parsed transactions, validation issues, and suspected duplicates before committing an import.
  • Preserve provenance and detect duplicates across imports.
  • Organize transactions by payee and category.
  • Represent transfers, refunds, and installments correctly.
  • Inspect monthly cash flow and spending summaries.
  • Export and back up user-owned data.

A successful MVP supports the local path from source file through reviewed import to understandable transactions and summaries, with tests using synthetic or irreversibly sanitized fixtures. A failed or cancelled preview must not commit financial transactions. Exact importer grammars and financial modeling rules require subsystem designs before implementation.

Exclusions

OFX is not supported. Bank APIs, investment tracking, mobile clients, receipt recognition, forecasting, and AI categorization are outside the MVP. Hosted multi-user operation is not part of the initial local release.

The owner must approve scope changes. Technical choices are defined in architecture; financial data handling follows the data policy.