Hi All,
@DJJones and I discussed adding budget creation and tracking as our first use case that we want our document processing work to unlock for us.
For v.1 you chat with your BrainDrive to create your budget as part of the finance page process. Then at the end of the month you upload your statements and your BrainDrive compares against the budget and let’s you know where things stand.
In the future we will add connections so this happens automatically for those that want it and also things such as dashboards so it becomes a full replacement for your budgeting app.
Spec doc attached. Questions, comments, and ideas welcome as always. Just hit the reply button.
Thanks
Dave W.
braindrive-budgeting-spec.md (43.6 KB)