QashBoard

Qashboard offers an all-in-one financial management solution with data privacy, intuitive charts, and transaction tracking.

Finance Updated 13 hours ago

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QashBoard's Top Features

Connects accounts using Plaid

Provides a comprehensive view of all financial transactions

Tracks trends and recurring payments

Ensures data privacy with BYOD (Bring Your Own Database)

Visualizes financial health with intuitive charts and Explorer

Includes AskWallet, a personal AI assistant

Supports editing, deleting, and exporting data

Helps with budgeting and financial strategy

Empowers clients of financial advisors

Offers customizable data handling options

Frequently asked questions about QashBoard

Qashboard connects your financial accounts using Plaid, ensuring a secure and seamless integration of all debit, brokerage, investment, and credit card transactions.

Yes, Qashboard identifies trends and tracks recurring payments to help you manage your finances more effectively.

Absolutely. With Qashboard's unique approach, you supply your own database, ensuring that we have no access or storage of your data.

You can connect various types of financial accounts, including debit, brokerage, investment, and credit card accounts.

Yes, Qashboard includes a personal AI assistant called AskWallet, which helps analyze transactions and provide actionable insights.

Yes, Qashboard allows you to browse and analyze transactions across all accounts, enhancing your budgeting and financial strategy efforts.

BYOD stands for Bring Your Own Database. Qashboard allows you to use your own MongoDB Atlas URL, ensuring full control over your data.

Qashboard provides intuitive and comprehensive charts and an Explorer feature to help you visualize your overall financial health.

Yes, with Qashboard, you can edit, delete, or export your financial data as needed.

Qashboard stands out with its unique data privacy approach, allowing users to supply their own database, and its comprehensive features for tracking, visualizing, and managing finances.