Very nice project. I think this is is in the step of the right direction for agent-driven assistance.

> How it works: you import a CSV from any bank, in any currency.

I think this is where you're going to lose people. If you're having to pull in data from multiple different sources, each with their own flow for exporting, I think this might be a non-starter for creating good financial habbit.

I recnetly had success integrating my local AI agent with Monarch money via an open source monarch MCP project. It took a bit of (AI) hacking the login stuff, but now I'm able to pull transactions, query patterns, have a daily report generated from hermes, etc. Much more technical that your target audience but possibly offers some inspiration.

I love the idea of local only apps woth no network comms. I do wish macOS had some way you could enforce that out of the box though. Rather than trust the claims of the developer.

Another app I love that does the same. Queryable which lets you natural language search your photos on device on iOS and predates most of the current AI craze (2022) and also apple adding this themselves to photos: https://queryable.app/

Makes me want to play around with the nemotron finance[0] fine tune released a while back..

[0]https://fastino.ai/blog/fastino-nemotron-3-5-lightning-finan...

Feedback: manually categorizing transactions is a common and tedious task. Your 'for review' transaction list shows the category, but it's not editable. To review and fix the category, you must:

- read the category

- click on the '...' button at the end of the line (not near the thing you want to correct, and not my first guess for settings the category)

- this creates a popup

- mouse into the popup and click on the dropdown for setting the category.

Just have the category label in the list clickable, to show the category dropdown.

It saves one click, two mouse movements, and having to figure out that '...' is the action you need to fix a category.

Very cool. What does it use the model for? Could you replace it with something lighter, like some classifiers[0]? Or do you need the chat? Besides the chat, what other tasks is the model used for? Thank you!

0: https://jeffyclassify.com/blog/when-llms-fail-at-classificat...

This is the most confusing product page I've ever seen. What is it even trying to tell me?

Congrats on launching, I’m working on a similar idea with local models.

I use budgeting apps on a daily basis, and I'll just share my personal feedback: I'm absolutely not downloading ~3 gigs for a budget app. Everything I need to "ask" the app is already available to me in the form of reports, charts, and tables. I don't really have many open-ended questions about my budget because anything important to track is already handled deterministically.

Also yes, it's local but the data you're importing is already with a private organization on the cloud. In that sense, having a local copy of it does not really do anything for me in terms of privacy etc.

As I said, I use budgeting apps daily (one for personal use (self-made), another for business (very old freenium era software that has not failed me in the last 5+ years of self-hosting it)) and I do not see any need for generative AI in that workflow from my pov. YMMV

long landing pages are a sign of AI psychosis

you only need 2 sections. an above the fold area and something below the fold. simple.

thanks for making this. “its private” is not a selling point, whats other differentiators does it have? really the AI analysis and potential agentic aspect right?

you could point out that it doesnt use data centers or harm the environment without explaining how or what that means upfront

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Your domain name is younger than 30 days old so my firewall blocks it. :/