What do you need from a finances management tool?

Hey everyone!

I’m working on a new tool designed to help families manage their finances more efficiently. It’s an integrated platform that tracks assets, debts, net worth, monthly incomes, expenses, and offers personalized financial advice using AI. We also aim to provide a community for discussions and knowledge sharing.

I would love to get your insights to make sure we’re on the right track. Could you help by answering a few questions?

1. How frequently do you review or update your financial information?
2. What tool(s) are you currently using for managing your finances?
3. Are you satisfied with your current solution? Why or why not?
4. What features do you need that are currently not available in your existing tool?
5. What are your current challenges when managing your finances?
6. Would you be interested in educational resources or community discussions about personal finance?

Your feedback is invaluable and will help us create a tool that truly meets your needs. Thanks in advance for your time and insights!

Looking forward to your responses! 😊

Feel free to comment below or send me a DM if you prefer.