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AI Personal Finance Assistant
AI budgeting and personal finance planner
17 followers
AI budgeting and personal finance planner
17 followers
Personal Finance Assistant is an AI-powered toolkit that helps you organize budgets, track expenses, plan savings, and answer everyday money questions. It runs entirely in your browser with no installation, subscriptions, or bank connections. Built with Claude AI, it's designed for students, professionals, freelancers, and anyone who wants a simpler way to manage personal finances.
Browser-based and no bank connection is actually a nice angle for trust, but one thing I'd love to see is a monthly cash-flow summary I can export as a simple PDF or CSV to share with my accountant or just keep for my own records.
@nesrinaybalpzj Really appreciate this — a monthly cash-flow summary you could export as PDF or CSV is such a practical ask, especially for anyone sharing numbers with an accountant. Adding this to my feature list. Thanks for taking the time to try it out! 🙏
Running in the browser with no bank links is a nice privacy win. One thing I'd love to see is a CSV import option so I can pull in old transaction histories from my bank and get retroactive insights instead of starting from zero today.
@elifnurufuk Great point on the CSV import — starting from zero every time is a real friction point. A way to pull in past transaction history for retroactive insights would make the tool a lot more useful right out of the gate. Noting this down, thank you!
Browser-based and no bank linking is a smart call for trust. The savings planner actually walked me through a realistic timeline instead of just spitting generic advice, which was a nice surprise.
@sabriyeorht That means a lot, thank you! Making the savings planner feel like a realistic, personalized timeline instead of generic advice was exactly the goal, so I'm glad that came through.
Love that it runs in the browser with no bank linking, feels way less sketchy. One thing I'd love to see is a monthly spending summary it emails or downloads as a PDF, so I can keep records without logging back in every time. Would make it much easier to spot trends over a few months.
@idemod4m Thank you! A monthly spending summary you could email or download as a PDF, without having to log back in, is a great way to make the tool useful even outside the browser session. Adding this one too — really useful feedback.
Finally tried this and the browser-only setup is genuinely convenient, no app clutter on my laptop. Asked it a few budget questions and the answers felt practical rather than generic, which is rare for these tools.
@ayfer721230 Thanks so much for trying it out! Glad the browser-only setup felt convenient, and really happy to hear the budget answers felt practical rather than generic — that was one of the trickier things to get right.
Browser-based and no bank linking is actually a nice angle for people wary of sharing credentials. One thing that would make it stick for me though is some kind of recurring expense detection that flags subscriptions I forgot about, since that's usually where the real leaks happen.
@nuray4hh6 Recurring expense detection for forgotten subscriptions is such a smart addition — that really is where a lot of the "invisible" spending hides. Really appreciate the suggestion, adding it to my list of what to build next.