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@daniel_egan @copilotmoney Happy to think/talk more about this, but roughly - Reasonably good auto transaction characterization with easy manual overrides - Correct treatment of transfers and bill payments (i.e., no double counting my cc payment as an expense) - Useful notifications w/o overload
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@daniel_egan @copilotmoney I’d much rather a product that does checking/savings/debit+CC 💯 (or ideally +loans) then one that does that+investment accounts less well. And perhaps idiosyncratic, but I’m much more interested in “trends” than “budgets,” and am NOT looking for advice (products or strategies).