QashBoard
Last updated: August 8, 2024
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What is QashBoard?
Qashboard is an innovative financial management tool designed to streamline your finances by providing a holistic view of all your debit, brokerage, investment, and credit card transactions. By connecting various accounts through Plaid, Qashboard visualizes your financial health using comprehensive charts and an intuitive Explorer feature. Additionally, it identifies trends and recurring payments, helping you manage unexpected charges effectively. With its unique feature of allowing you to supply your own database, you can ensure complete data privacy while enjoying seamless financial operations.
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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's pricing
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Use Cases
Individuals with multiple financial accounts
Get a comprehensive view of all your financial transactions, including debit, brokerage, investment, and credit card accounts.
People concerned with data privacy
Utilize Qashboard's BYOD feature to handle your data without providing external access.
Users needing recurring transaction tracking
Identify and manage trends and recurring payments to avoid unexpected charges.
Financial strategists
Enhance your budgeting and financial planning with comprehensive transaction analysis and visualization.
AI enthusiasts
Benefit from AskWallet, a personal AI assistant that helps provide insights and answers related to your financial transactions.
Clients of financial advisors
Empower clients to build their financial strategies using Qashboard's tools and insights.
Freelancers and business owners
Track expenses and identify tax-deductible transactions with the help of AskWallet.
Users preferring visual financial health tracking
Visualize your financial health with intuitive charts and the Explorer feature.
Individuals needing customization in data handling
Edit, delete, or export your financial data as per your requirements with Qashboard's flexible data handling options.
Tech-savvy individuals
Enjoy a seamless and secure financial management experience with advanced features and custom integrations.
Learn to use AI like a Pro
Get the latest AI workflows to boost your productivity and business performance, delivered weekly by expert consultants. Enjoy step-by-step guides, weekly Q&A sessions, and full access to our AI workflow archive.