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Co-authored-by: Juan José Mata <jjmata@jjmata.com>
2026-08-29 05:00:24 +02:00

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Phase: Short term

Description: Stabilize and polish the core.

Item: Reliability, performance, and technical debt

Status: In progress Description: Make the everyday experience dependable, fast, and easier to maintain.

Item: Web UX/UI polish

Status: Planned Description: Refine the web experience around the details that make Sure feel clear and cohesive.

Item: AI controls and transparency

Status: Planned Description: Give people understandable controls and visibility into how AI works with their data.

Item: Documentation and onboarding

Status: Planned Description: Help new people get value from Sure quickly, whether they use the hosted app or self-host it.

Item: Mobile app planning and delivery

Status: Planned Description: Establish and ship a thoughtful mobile experience for managing money on the go.

Item: Quality-focused release cadence

Status: Planned Description: Build a sustainable rhythm for shipping improvements with confidence.

Phase: Medium term

Description: Expand personal-finance capability.

Item: First-class AI

Status: Exploring Description: Make AI a useful, transparent part of the core financial workflow.

Item: Transaction intelligence

Status: Planned Description: Turn transaction data into better organization, context, and decisions.

Item: Savings, retirement, and investments

Status: Planned Description: Support more of the financial picture beyond day-to-day budgeting.

Item: Scenario simulation

Status: Exploring Description: Help people understand the possible outcomes of financial choices before they make them.

Item: Localization and country support

Status: Planned Description: Make Sure useful and natural for people across more countries, currencies, and financial systems.

Item: Themes and customization

Status: Planned Description: Let people shape their financial workspace to fit the way they think and work.

Phase: Long term

Description: Open the platform carefully.

Item: External-agent integration and execution

Status: Exploring Description: Create safe, permissioned ways for outside agents to work with Sure.

Item: Agent-assisted cleanup and memory

Status: Exploring Description: Use agents to reduce financial-data maintenance while keeping people in control.

Item: Polished mobile ecosystem

Status: Planned Description: Grow mobile into a complete, reliable part of the Sure experience.

Item: Improved macOS and desktop experience

Status: Planned Description: Make Sure feel at home across desktop platforms and workflows.

Item: Business finance support

Status: Exploring Description: Carefully extend Sure to the needs of people managing business finances.