Milestones
List view
## Wave 7: Rollover Budget Support *Parked — blocked by API limitations. See PRD_Budget_Rollover_v0.5.0_revised.md*
No due date•0/2 issues closed## Wave 6: Context-Aware & Advanced *Requires more user configuration and cross-integration with other HA features.*
No due date•0/4 issues closed## Wave 5: Historical Data & Long-Term Tracking *Leverages HA's statistics, recorder, and PocketSmith's historical transaction data for long-term financial visibility. This wave has two parts: first enable HA's built-in long-term statistics (going forward), then backfill historical data from PocketSmith (going backward).*
No due date•0/4 issues closed## Wave 4: Events & Automations Infrastructure *Makes the integration a first-class HA automation citizen.*
No due date•0/3 issues closed## Wave 3: Spending Analytics *New calculations on top of transaction data. Adds trend awareness and intelligence.*
No due date•0/4 issues closed## Wave 2: Bills & Events Intelligence *Builds on the monthly events data we already fetch. Adds forward-looking awareness.*
No due date•0/4 issues closed## Wave 1: Quick Wins — Low Effort, High Value *No new API calls, no infrastructure changes. Pure logic on top of existing data.*
No due date•1/6 issues closed