Preso Budget

AI-driven budgeting platform that provides a comprehensive financial overview and helps you manage your money effectively.

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About Preso Budget

Preso Budget is an intelligent, AI-powered platform that offers a complete view of your finances. It helps you analyze your spending habits, create customized budgets, and gain actionable insights. Automating the tracking process, it provides personalized financial advice through an AI assistant, empowering you to take control of your financial health with ease.

How to Use

To get started, connect your bank accounts securely. The platform automatically analyzes your transactions to generate a personalized budget plan. Monitor your spending in real-time, customize categories, and ask the AI assistant for tailored financial advice. Once set up, the system continuously tracks your finances and provides ongoing insights effortlessly.

Features

Securely connect multiple bank accounts

Automatic real-time budget tracking

AI-powered financial advice and recommendations

Detailed analytics with visual reports

Edit and recategorize transactions easily

Customize spending categories and views

Use Cases

Receiving personalized tips to optimize spending

Distinguishing essential from non-essential expenses

Automating budget creation and monitoring

Tracking progress toward financial goals with visual tools

Gaining insights into personal spending patterns

Analyzing expenses by merchant and category for detailed reports

Best For

Individuals seeking spending insightsUsers aiming to build wealthPeople managing personal financesThose who prefer AI-powered financial toolsAnyone looking to automate budgeting processes

Pros

Offers a 14-day free trial for new users

Utilizes AI to automate budgeting and provide insights

Allows customization of budgets and categories

Securely connects to unlimited bank accounts

Provides a comprehensive view of financial health

Includes personalized advice from an AI assistant

Enables real-time expense tracking and feedback

Delivers detailed merchant and category insights

Cons

Currently available only on desktop; no mobile app yet

Requires a subscription after the free trial period

Pricing Plans

Choose the perfect plan for your needs. All plans include 24/7 support and regular updates.

Subscription Plan

$7.99/month

Includes a 14-day free trial, unlimited bank account connections, AI-driven budget analysis, automated planning, merchant insights, and transaction recategorization.

Get Started

Frequently Asked Questions

Find answers to common questions about Preso Budget

What makes Preso Budget different from other financial management tools?

Preso Budget offers an intelligent, automated system that categorizes transactions and provides personalized budget suggestions based on your spending habits, with an AI assistant for continuous insights.

How secure is my financial data with Preso Budget?

Your data is protected with advanced encryption, secure connections, and multi-factor authentication, ensuring complete privacy and confidentiality.

How does the budgeting and tracking feature work?

The system updates your spending in real-time as transactions occur, comparing it against your set goals to help you stay on track and make informed financial decisions.

Is there a mobile version of Preso Budget?

Currently, Preso Budget is only available on desktop. Mobile support will be introduced in future updates.

Can I customize my spending categories?

Yes, you can easily edit and create custom categories to suit your budgeting preferences and financial goals.