logoalt Hacker News

memonkey • today at 9:50 PM • 1 reply • view on HN

i looove this. i have been working on something similar. are you using AI to help with balance forecasting? would you be willing to share how it has been working out for you? how much set up is necessary for you to set it and forget it. i am currently using monarch and only ever look at account balances and only sometimes look at transactions.


Replies

_wesley • today at 10:42 PM

Balance forecasting is part of the app! The app has been working well for me, I have since unsubscribed from Copilot. I think the amount of setup will depend on your spending pattern. Obviously, the more transaction data, the better the forecast. Otherwise a fair amount of tweaking might be needed for it to match your expectation. The MCP makes all the projections available to your agent though, so you can certainly analyze and make those tweaks through an AI chat.