I built MoneyHabitsHQ.com for simplified personal finance. The hardest thing about it is that talking about budgeting is really personal. People are more than willing to talk about their process but things get awkward when it gets specific. I can’t screenshare with someone to onboard them because that would involve seeing every bank account they have. Im curious if anyone has thoughts on how to solve that problem?
could you create dummy accounts with fake amounts, and onboard them through your screen?
But this may be the only way.