Preso Budget

Preso Budget is an automated and AI-powered budgeting platform designed to give users a 360-degree view of their finances. It helps users understand their spending habits and take control of their money by autogenerating a customizable budgeting framework. The platform leverages smart budget tracking and an AI Assistant to provide deep insights into spending, automate budgeting, and offer personalized financial advice.

## How to Use

To use Preso Budget, users first connect their bank accounts (checking, savings, credit cards) securely. The platform then automatically analyzes spending patterns to create a personalized budget plan. Users can track their spending against this budget in real-time, customize categories and labels to fit their needs, and use the Budget AI Assistant to ask questions and get personalized financial insights. The system is fully automated once accounts are connected, providing continuous tracking and insights.

Preso Budget's

## Key Features

- Automated Budget Tracking - Deep Insights (Analytics & Visualizations) - Editable Transactions (Recategorization) - Budget AI Assistant (Personalized Advice & Recommendations) - Connect All Accounts - Customizable Categories & Views

## Use Cases

- Understanding and taking control of personal spending habits. - Automating budget planning and tracking for financial health. - Identifying essential versus non-essential spending. - Receiving personalized financial advice and optimization tips. - Tracking progress towards financial goals with dynamic charts and graphs. - Analyzing spending by merchant and category for detailed breakdowns.