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ProjectsOverview

Projects

WhatsCash AI’s Projects feature helps you organize your finances by grouping related transactions together. Whether you’re planning a wedding, managing a business project, or tracking vacation expenses, projects provide powerful budget tracking and analytics to keep your finances organized and on track.

What are Projects?

Projects in WhatsCash AI are financial containers that allow you to:

  • Set Budgets: Define spending limits for specific goals or activities
  • Track Expenses: Monitor how much you’ve spent versus your budget
  • Organize Transactions: Group related income and expenses together
  • Analyze Progress: Get insights into your spending patterns and budget utilization
  • Multi-Currency Support: Handle projects with different currencies

Key Features

📊 Budget Tracking

Set realistic budgets for your projects and monitor spending in real-time. Get automated alerts when you’re approaching your budget limits.

🎯 Project Organization

Create projects for any financial goal - from home renovations to business expenses to vacation planning.

📈 Advanced Analytics

View detailed insights including spending breakdowns, budget utilization, and transaction patterns.

🤖 AI Integration

Manage your projects using natural language through WhatsApp. The AI can suggest relevant projects when adding transactions.

💱 Multi-Currency Support

Handle projects that involve multiple currencies with automatic conversion and tracking.

🔔 Smart Alerts

Receive notifications when you’re approaching budget limits or when projects are overdue.

How Projects Work

  1. Create a Project: Set up a new project with a name, budget, and timeline
  2. Add Transactions: When creating transactions, optionally assign them to relevant projects
  3. Monitor Progress: Track your spending against the budget in real-time
  4. Analyze Results: Review detailed analytics and insights for each project

Getting Started

Ready to start organizing your finances with projects? Check out our comprehensive guides:

Project Examples

  • Home Renovation: Track all expenses for your home improvement project
  • Wedding Planning: Monitor spending across all wedding-related categories
  • Business Travel: Organize and track business trip expenses
  • Vacation Budget: Plan and track your holiday spending
  • Emergency Fund: Monitor your savings goal progress
  • Freelance Project: Track income and expenses for specific client work
Last updated on
📊 Analytics & Reporting🚀 Getting Started with Projects