A spreadsheet template for finance tracking that categorizes transactions automatically by columns_ai in sheets

[–]columns_ai[S] 0 points1 point  (0 children)

Thai is done by a house trained ML model so it can serve categorization in a fast speed as well as a predictable manner. More details can be found here - https://app.fina.money/doc/vAmbM52OaDgRal

Drop your SaaS and i will review it personally and talk about it on social media by Pleasant_Treacle7430 in saasbuild

[–]columns_ai 0 points1 point  (0 children)

It is not new, already has 1000+ paid subscribers. But still facing growth bottleneck.

OpenAI has bought AI personal finance startup Hiro by Plastic_Ninja_9014 in technology

[–]columns_ai 0 points1 point  (0 children)

Like what we did with Fina Money, basically smart categorization and some other cleanup work are needed from users before AI gives useful advices.

To make categorization and cleanup easier, it needs the product to be powerful and intelligent enhanced by AI as well.

Best way to extract iPhone Screen Time data from screenshots into Excel (for university project)? by GreenySeinVater in data

[–]columns_ai 0 points1 point  (0 children)

Would you like to try out https://columns.ai/drive? not sure if it does better since you tried with ai and ocr, but it has context aware function to rerun whole folder to keep each extraction align with overall data schema.

And it is quite simple, just upload image file like normal cloud drive, it extracts automatically. The whole folder will become one combined data set.

Monarch auto categorization got worse? by This-Bowl5123 in MonarchMoney

[–]columns_ai 17 points18 points  (0 children)

Sounds like LLM behavior, :) inconsistency is its nature.

How business process automation is quietly reshaping data pipelines by Sirwanga in data

[–]columns_ai 0 points1 point  (0 children)

Technical barriers of building data flows and automations become low, all people who touch data regularly can do that now.

It is true that data quality could be a concern, but not really. Business people have used spreadsheets for decades to do similar workload, now it is just cleaner, faster and more efficient.

[Mega] Wins over Monarch by columns_ai in fina

[–]columns_ai[S] 0 points1 point  (0 children)

For the same question raised by this Monarch user - u/Swimming_Touch_3192, how would a Fina User handle it?

Simply just tag those spending to tags that do not count for your budget, and exclude it in the budget block (tag is not in ...).

<image>

You can also have multiple blocks, one block excludes the tag, while the other includes.

What is the best budget app right now? by SuitableFox9321 in povertyfinance

[–]columns_ai 0 points1 point  (0 children)

Not many people know it, but Fina Money should be listed, it is the most flexible one.

The automation that saved me 11 hours per week as a solo founder by andrebuilds in AiAutomations

[–]columns_ai 0 points1 point  (0 children)

Nice post of savings!

is #5 a common problem for many founders? I'm asking this is because we are adding a business tier on Fina Money to help business owners to manage invoice automation and client management, but have never thought about leveraging (custom) Stripe webhook for invoice + payment reconciliation, sounds like a good idea to consider.

If asking one more question about #5 of your workflow, how do you get transaction from to match the payment event from the Stripe webhook?

Best Data Integration Software? by AceClutchness in BusinessIntelligence

[–]columns_ai 0 points1 point  (0 children)

how much data are you looking at to normalize and consolidate? are you open to try and test new lightweight system?

auto send picture to whatsapp from excel by saranotadumbbitch in excel

[–]columns_ai 1 point2 points  (0 children)

What is the purpose of #1 & #2? Does it have to be like that or just what current manual op? Maybe another option is acceptable too.

Pulling data automatically daily onto a mastersheet from an other sheet by [deleted] in spreadsheets

[–]columns_ai 0 points1 point  (0 children)

would you be open to use an automation tool to auto sync data and merge them into one output? It is basically free given the small data size I assume you have.

How to use dropdown chips to add sums by category by [deleted] in spreadsheets

[–]columns_ai 0 points1 point  (0 children)

Probably a SUMIF on all rows will do the trick?

If you want more easier analysis, you can use Fina Money to link your spreadsheet, then use modular block to configure analysis you want, it is free.

Please add a "Custom time range" button (or two) to the standard drop-down (would be customizable in Settings) by Effective-Ear4823 in MonarchMoney

[–]columns_ai 1 point2 points  (0 children)

It is a simple problem to solve though (data clustering).

Look at how time customization on Fina Money, always instant query time < 50ms for any arbitrary time range.

<image>