01
Add recurring and one-off expenses
Start with a manual flow that makes CSV upload optional in the next phase.
Phase 1 product flow
Guided savings analysis
This screen defines the product interaction we will make functional next: intake, review, and prioritized savings recommendations.
Workflow
Build the user confidence first
02
Review category suggestions
Correct only the expenses that influence the final recommendation.
03
See the savings plan
Get a focused list of actions ranked by impact, urgency, and implementation effort.