Category checks
Flag categories that changed materially and show the transaction examples behind each signal.
Personal and business finance MVP
The budget planner focuses on the decisions that happen before a month starts and after a month closes.
Planning software only. FinPilot AI does not provide investment, tax, legal, lending, insurance, or accounting advice.
Choose a user type, save the matching workspace, and keep facts, assumptions, and decisions visible.
Budget planning
Flag categories that changed materially and show the transaction examples behind each signal.
Map due dates against paydays so short-term cash strain is visible before it becomes urgent.
End each review with the few changes that matter, the impact estimate, and the unresolved assumptions.
Next workflow
FAQ
No. It summarizes options and tradeoffs. The user remains responsible for final decisions.
No. The MVP is focused on budgeting, cash flow, and planning clarity, not personalized investment recommendations.