Let's keep it simple!
- Who are you??
- Why did you join??
- Is there something so deadass obvious about what's missing in current money management / budgeting tools?
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My name is Peter, and I am an ex CPA and full stack engineer.
All the current tools like copilot money, monarch money, etc seem the same to me.
1) The biggest thing is I don't want to sift through every single transaction like an accountant. I want my AI to BE the accountant. 1a) Creating transaction rules feels like creating rules for a robot on how to make a sandwich. I feel like unless I'm ultra specific, it never works.
2) I don't like the word "budget". My goal is not to minimize expenses. It's to maximize profits. I want the tool to fit my value maximizing mindset, not cost minimizing.