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Mission

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↩️ Refer to Mission 12 for information about this PRD

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📝 User Stories with corresponding user flows and high-fidelity prototypes

Transaction categorization

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As a user, I want my transactions to be automatically categorized to track my spending without manual effort.

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As a user, I want to be able to easily correct or change a transaction's category if the AI miscategorizes it so that my spending data is accurate.

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To illustrate these two user stories, let's consider Bhuvana, the user who recently purchased educational material and paid with Venmo. Venmo detects the purchase and categorizes it as “Retail”. But Bhuvana can edit the categorization so it reflects the accurate category.

• The categories I came up with are broadly based on available data about spending by Venmo’s users:

Spending Insights

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As a user, I want to see how my recent transactions (summary of monthly or weekly transactions) compare to my usual spending in that category, so I can be more aware of my financial habits.

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As a user, I want to easily identify my top merchants and spending categories, so I know where most of my money is going.

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To illustrate these user stories, lets consider the Venmo SpendSense (a hypothetical name I came up with). SpendSense lets the user see the overall spending categorization over a chosen period.