WizeFi: Budget & Finance

Meet your AI financial coach — a new in-app chat assistant that knows your accounts, budget, and goals. Ask questions about your spending, get personalized debt payoff strategies, explore "what if" scenarios, and manage your finances through natural conversation. AI Financial Coach - Chat with an AI advisor that understands your complete financial picture - Get spending breakdowns, budget recommendations, and goal tracking insights - Create and manage budget items, categories, and accounts directly in chat - Explore retirement projections and financial freedom timelines - Real-time streaming responses for a natural conversation experience Smarter Onboarding - New users start with a personalized conversation instead of forms - The AI adapts to your financial situation and priorities from the first message Goal Target Dates - Set a target date on any goal to see if you're on track - On-track indicators show whether your savings pace will hit your target Transaction Import - Import transactions from CSV, TSV, or Excel files - Smart column mapping with header auto-detection Performance & Reliability - Upgraded to the latest app framework for improved speed and stability - Fixed an issue where manual account data could appear incorrectly - Numerous bug fixes and polish throughout