Qashboard
4.75
0
Qashboard manages finances, connects accounts, tracks transactions, and offers financial insights with secure data control.
What is Qashboard?
Qashboard is a financial management tool designed to provide users with a comprehensive overview of their finances. It connects multiple financial accounts, tracks recurring transactions, and offers an interactive Q&A interface for financial insights. One of its key features is the AskWallet for finance chats, providing users with actionable information on income, affordability, and tax deductions. Qashboard prioritizes data privacy by allowing users to supply their database and offering full data control without data storage on its end. Users can expect features like transactional trend identification, GPT plugin for chats, and support for various financial tracking. While Qashboard has various pros such as secure data storage and mobile operations, there are cons like no Safari support, potential GPT integration issues, and complicated pricing plans.
Who created Qashboard?
Qashboard was created by Jordan Hughes, the CEO of JAI Apps. It was launched on December 28, 2023. Qashboard aims to streamline financial management by providing a comprehensive view of all debit, brokerage, investment, and credit card transactions. The platform allows users to track recurring transactions, access interactive Q&A features like AskWallet for financial queries, and ensures data privacy by enabling users to supply their own database.
What is Qashboard used for?
- Unlimited Chats
- Comprehensive financial overview
- Connects multiple financial accounts
- Tracks recurring transactions
- Interactive Q&A interface
- Provides financial insights
- Enhanced data privacy
- User-supplied database
- Full data control
- GPT plugin for chats
- Plan includes unlimited chats
- Supports debit, brokerage, credit, investment tracking
- Offers tax deduction information
- Different account plans
Who is Qashboard for?
- Individuals looking to organize, streamline, and understand their finances better
- Those seeking a platform that provides actionable insights into their financial situation
- Financial Analysts
- Freelancers
- Individuals seeking a platform for financial insights
- Accountants
- Business owners
- Individuals managing personal finances
How to use Qashboard?
To use Qashboard, follow these steps:
- Connect Financial Accounts: Link all your financial accounts, including debit, brokerage, investment, and credit cards, using Plaid on the Qashboard dashboard.
- Visualize Your Finances: Gain a comprehensive view of your financial health through intuitive charts and Explorer, tracking recurring transactions to identify trends and prevent unexpected charges.
- Utilize AskWallet: Engage with the interactive Q&A feature, AskWallet, for financial insights by asking questions like dividends earned or tax deductibles.
- Manage Data & Privacy: Ensure data privacy by supplying your own database, maintaining full control over editing, deleting, and exporting your data.
- Choose a Subscription Plan: Select a plan based on your needs, with features like aggregate dashboard, unlimited chats, and access to community components.
- Benefit from GPT Plugin: Await the upcoming GPT plugin for advanced chat operations and enhanced functionality.
- Beneficiaries of Qashboard: Individuals seeking financial organization, actionable insights, and a platform for better understanding their financial situation can benefit from Qashboard.
- Free Trial and Pricing: Avail of the free trial and choose a subscription plan that suits your requirements, with features tailored to improve financial management.
Using Qashboard does not necessitate expertise in financial management, as it is designed to be user-friendly and accessible to individuals at various levels of financial understanding. By following these steps, users can effectively utilize Qashboard to streamline financial tracking and decision-making.
Pros
- Comprehensive financial overview
- Connects multiple financial accounts
- Tracks recurring transactions
- Interactive Q&A interface
- Provides financial insights
- Enhanced data privacy
- User-supplied database
- Full data control
- Different account plans
- Plan includes unlimited chats
Cons
- No Safari support
- Questionable financial advice quality
- Data security reliant on user
- Potential GPT integration issues
- No automated task execution
- Potentially unwieldy chat interface
Qashboard Pricing and plans
Paid plans start at $Free forever/month and include:
- Access to 30 Relume components
- Access to privately shared components
- Store up to 10 components
- Share privately with up to 3 users
- Slack community access
- Free Figma Kit
Qashboard FAQs
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Who can benefit from using Qashboard?
- Individuals who are looking to organize, streamline, and understand their finances better can benefit from using Qashboard. It is also beneficial for those who seek a platform that provides actionable insights into their financial situation.
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Can Qashboard connect to all my financial accounts?
- Yes, Qashboard can connect all your financial accounts, giving a holistic view of all debit, brokerage, investment, and credit card transactions.
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Does Qashboard offer a free trial?
- Yes, Qashboard does offer a free trial. However, the exact duration of the free trial is not stated on their website.
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What kind of actionable insights and answers does AskWallet in Qashboard provide?
- AskWallet in Qashboard provides actionable insights and answers to financial queries such as income, affordabilities, and tax deductions. This gives users an understanding of their financial health and aids decision-making.
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How does Qashboard's tracking of recurring transactions help users avoid unexpected charges?
- Qashboard tracks recurring transactions to identify trends and recurring payments, helping users avoid being caught off-guard by unexpected charges.
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Do I need to be an expert in financial management to use Qashboard?
- No, you do not need to be an expert in financial management to use Qashboard. It is designed to be intuitive and user-friendly, making it suitable for individuals at various levels of financial understanding.
Get started with Qashboard
Qashboard reviews
Elena Kovalenko
January 31, 2025
What do you like most about using Qashboard?
I love the AskWallet feature, which provides personalized financial insights through chat. It's like having a financial advisor at my fingertips!
What do you dislike most about using Qashboard?
The lack of Safari support is quite frustrating, as I often use that browser. It limits my access when I'm on my preferred device.
What problems does Qashboard help you solve, and how does this benefit you?
Qashboard helps me keep track of all my accounts in one place, which saves me time and reduces the stress of managing finances. I can easily identify spending trends and make informed decisions.
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Jamal Ndiaye
February 24, 2025
What do you like most about using Qashboard?
The data privacy features are top-notch. I feel in control of my financial data without worrying about it being stored elsewhere.
What do you dislike most about using Qashboard?
The pricing plans can be complicated and not very transparent. It took me some time to figure out which plan suited my needs best.
What problems does Qashboard help you solve, and how does this benefit you?
It simplifies my financial management by consolidating all my accounts and providing insights, so I can plan my budget better and save more effectively.
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Rina Yamamoto
February 25, 2025
What do you like most about using Qashboard?
The interactive Q&A feature is fantastic. It allows me to ask specific questions about my finances and receive instant, tailored responses.
What do you dislike most about using Qashboard?
Sometimes, the GPT integration can lag, which disrupts the flow of conversation. It can be a bit frustrating when I'm looking for quick answers.
What problems does Qashboard help you solve, and how does this benefit you?
Qashboard helps me track my spending habits and recurring transactions, which has made budgeting much easier and more effective.
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