How Does Know Your Dosh Work?

Know Your Dosh operates by linking to your various financial accounts, such as bank accounts, credit cards, and investment platforms. Once connected, it gathers your financial information and provides a consolidated view. It uses AI and financial algorithms to analyze your income, expenses, and budget, offering insights into your spending habits and suggesting ways to reduce costs.

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Connecting Your Accounts

Connecting your bank accounts and other financial platforms to Know Your Dosh is a pretty straightforward process. The app aims to bring everything to one place, whether it’s multiple bank accounts, PayPal, Stripe, Wise, Revolut, or other digital wallets, so your finances don’t feel chaotic anymore. This multi-account integration is key to getting that holistic view of your financial health.

AI-Based Financial Analytics

One of the cooler features of Know Your Dosh is its AI-powered financial analytics. It’s not just about showing you your current balance. it analyzes your daily income and spending records to create annual reports and even suggests ways to cut down on future costs. This proactive approach helps you not just track, but actually optimize your spending.

Real-Time Budget Tracking

Budgeting can feel like a chore, but Know Your Dosh aims to make it easier with real-time tracking. The app helps you keep tabs on how much you’re spending, whether you’ve gone over your budget, and where you might be able to save more each month. It’s essentially a tool that supports you in creating and sticking to a budget.

Financial Health Score

Every month, you’ll receive a specific financial health score from Know Your Dosh. This score is like a snapshot of your financial situation, especially useful if you’re trying to understand your cash flow, loan status, or investment feedback. It helps you quantify your progress and identify areas for improvement.

Tax Readiness & Reports (US/CA)

For users in the USA and Canada, Know Your Dosh can create tax readiness reports. These reports are designed to help you understand which income is taxable and how you might be able to optimize your taxes in advance. This feature can be a real time-saver and provide peace of mind come tax season. Know Your Dosh Review & First Look

Secure Family Sharing Functionality

One of the standout aspects of Know Your Dosh is its secure family sharing feature. You can easily share financial information with your loved ones, and they can share theirs with you, which is incredibly important for joint financial planning or in case of emergencies. This means that if something unexpected happens, your family won’t be scrambling to find critical financial details like account numbers or insurance policies. The platform also lets you invite professional advisors, like accountants or solicitors, to review your financial portfolio, while giving you full control over their access levels.

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Know Your Dosh Review & First Look