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Hackathon prototype

Budget Buddy

A budget assistant that uses transaction history and savings goals to answer spending questions.

  • Team project
  • Python

Interaction sketch

“What would I need to change to save a little more each month?”
SpendingCategories & recent transactions
ContextGoals & earlier decisions

Review the suggestion and adjust the goal.

Example question and the context used to answer it.

Spending and goals

Transactions
Merchant names and transaction categories provide a summary of spending.
Follow-up
Earlier goals and decisions provide context for follow-up questions.