Once we have provided users with an wholistic view of their finances. The next step is to provide more in depth tracking & analysis.
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Budgeting and Expense Tracking: Many successful apps focus on budgeting as a core feature, allowing users to set budgets for different categories and track expenses against them. We need to think about features that enable users to plan for several months in the future and set easy financial goals .
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Investment Tracking and Analysis: Integrating investment tracking features to provide users with insights into their investment portfolios, including asset allocation and performance analysis so it can further offer a more holistic view of their wealth .
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