Personal finance app with custom expense categories and automatic transaction categorization
Personalized insight report using Zi Wei Dou Shu and Bazi with AI analysis and human review
Stage
Startup
Not given
Founded
2024
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Based in
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Pricing model
Not given
Paid
Pricing
CSV Import Plan: $2.99/month; US Banking Plan: $4.99/month; International Plan: $3.99/month. All plans include a 3-month free trial.
Solo report: USD 29 (regular USD 49). Duo report: USD 58 (regular USD 98). Both include main report and personal HTML web version, delivered within 48 hours.
Key features
Custom expense categories
Keyword-based auto-categorization
Real-time bank connections
CSV import from any bank
AI-powered financial insights
Investment portfolio tracking
Budget management with alerts
Scenario simulator for financial planning
Monthly spending trends
Subscription detection
AI analysis with human review for consistency and boundaries
Private HTML web version for long-term reference
Separate Zi Wei and Bazi analysis with cross-comparison
48-hour delivery after data confirmation
Long-form written report plus interactive web delivery
Duo option for partner, family, or co-founder compatibility
What makes it different
Create custom categories that match your actual spending, not generic presets
Train once, auto-categorize forever with keyword rules you define
Scenario simulator to model what-if financial changes