Budget Presentation

Preso Budget simplifies budgeting by leveraging AI-powered workflows to provide users with a comprehensive overview of their financial health. The platform allows users to connect their bank accounts, automate budget tracking, and gain insights into their spending habits. With customizable categories and smart recommendations, Preso Budget aims to make financial management accessible and efficient for everyone.

1. Automated Budget Tracking

   The platform automatically analyzes spending history and creates a tailored budget plan, allowing users to track their finances effortlessly.

2. Deep Insights

   Users can dive into their spending patterns using advanced analytics tools, including multi-dimensional charts and tables that reveal trends and insights.

3. Editable Transactions

   Users have the ability to re-label categories and subcategories at both the transaction and merchant level, providing flexibility in budget management.

4. Budget AI Assistant

   The AI-powered assistant offers personalized financial advice and insights, helping users optimize their spending and savings.

5. Customizable Categories

   Users can edit, add, or remove categories and subcategories to match their unique lifestyle and financial goals.

6. Merchant & Category Insights

   Detailed breakdowns by merchant and category allow users to see exactly where their money is going.

7. Visualize Progress

   Dynamic charts and graphs update in real-time as users manage their finances, providing a clear view of their budgeting progress.

1. Start by creating an account on the Preso Budget website.
2. Connect your bank accounts securely to allow the platform to sync your financial data.
3. Utilize the automated budget tracker to analyze your spending history.
4. Customize your budget categories to reflect your unique financial needs.
5. Regularly check the insights provided by the Budget AI Assistant for personalized recommendations.

Why should I use your product versus other budgeting tools online?

Preso Budget offers an intelligent system that automates transaction categorization and provides personalized budget recommendations based on individual spending patterns. The Budget AI Assistant further enhances the experience by analyzing financial data to uncover spending trends.

How do you ensure my financial data stays secure?

Preso Budget employs high-level security standards similar to those used by major financial institutions. All connections are encrypted, and user data is kept private with multi-factor authentication for account access.

How does the budget tracking system work?

The budget tracker operates on a monthly calendar cycle, automatically updating spending progress and comparing it against monthly goals for real-time feedback.

Do you have a mobile app or mobile support?

Currently, Preso Budget only supports desktop use, with plans to announce mobile support in the future.

• Subscription: $7.99 per month

• Trial: Limited 14-day free trial offer

• Features Included:

  • Connect unlimited bank accounts
  • AI-powered budget overview analysis
  • Automated budget planning & tracking
  • Merchant insights & analytics
  • Re-categorize merchants & transactions

1. Preso Budget effectively automates the budgeting process, making it user-friendly for individuals who may not have extensive financial knowledge.
2. The AI-powered insights and recommendations are valuable for users looking to optimize their spending habits.
3. However, the platform currently lacks mobile support, which may limit accessibility for users who prefer managing their finances on-the-go.
4. While the automation features are robust, some users may still require a deeper understanding of budgeting principles to fully leverage the platform's capabilities.