sweetpotatoguy

Okay, so my co-founder and I decided we were going to really listen to our early users and try to answer the hard questions for them...

like how much money they have actually spent at chipotle, starbucks, or chick-fila this year.

(For context, we're building a modern financial tracker bc we feel Mint really dropped the ball)

You can now simply ask questions like this and get an answer based on your live financial data.

Here's a sneak peek: https://www.loom.com/share/5c08d51514c54210a67066ea6ced5f9d

If anyone is interested in trying it out, hit me up on twitter @clayraterman ! :D

so my friend Shawn and I have been working on a new finance app and we started using ai to process semantic level queries on your live data and then performing the calculation for you.

For example if you type /what is a rolling average of my monthly expenses?

It'll return you the answer based on your actual spending from your bank accounts.

You can then customize these calculations and create new ones so you can essentially track any metric or answer any question without doing any work.

Our goal with this is to let anyone get insights from their live financial data without them having to know any formulas, import or clean any data, or having technical knowledge of anything. It's all live personal data.

We are building it with a notion-style UI / rich text editor so people can easily build their own custom reports and dashboards to track the things they find important.

Curious to get some initial feedback!

We just launched our waitlist over at https://fina.xyz

So if you wanna follow along feel free

Thank you so much!! I had similar frustrations with Mint. I feel like they got complacent and haven't updated much over the years, can't blame em though after a big success haha.

Amazing feedback though I've heard this many times. I'm trying to tackle the infrastructure / compute layer first, get an intuitive UI for playing with the data, and then build out the customizations on the individual user level for modifying transactions and such. So that piece will likely come last but I have a pretty detailed spec drawn out on how I think I can handle that with transactions rules, categorization schemas, and plaids api. (I've watched how lots of people tried to tackle this problem haha)

I'll keep you posted! Thanks so much for the insights

Ahoy! I'm on a voyage right now to build a financial tracking tool that's better than all the others that exist. I am trying to create something that allows you to connect all of your financial accounts but then create your own calculators and reporting widgets for the things that matter most to you using the live data. Basically a no-code widget builder for financial tracking so you can customize your experience.

I built my initial mvp with some pre-built widgets to highlight some cool possible tracking use-cases and also added some integrations with Notion and Google Sheets.

For example, if you want to see a live emergency fund recommendation based on your average monthly expenses or what your financial freedom numbers would be simply by linking a bank account you can get all types of information like that.

I am looking for some feedback on what people find the MOST annoying about tracking their finances and what they think other tools are getting wrong. If you have any suggestions or insights leave a comment or let me know:)

my email is [email protected] if anyone wants to share something in depth and you can also go check out the mvp using the link attached.