Personal finance app for individuals to manage their budgets and earn money by completing surveys

This personal finance app gives people a complete view of their money—auto‑categorized spending, smart budgeting, and savings tips—while letting them earn cash by completing quick surveys. It’s simple, sticky, and rewards users every time they open it. For the owner, it’s a data-and-insights business wrapped in a consumer app: the app is free, while aggregated, privacy-safe spend data and survey responses are licensed to brands. Early traction with $88,640 TTM revenue and a profitable last month sets the stage for scalable growth. Key Highlights ✅ Dual revenue streams: B2B data licensing + in‑app survey rewards ✅ Brands seek competitive spend insights; demonstrated buyer interest ✅ Privacy‑first, aggregated transaction data with clear ROI for clients ✅ Lean operations; small team; built to scale without heavy headcount ✅ $120,397 asking price; seller moving to a new venture ✅ Expand beyond Canada; more users = more recurring data contracts ✅ Efficient growth levers: digital marketing, partnerships, affiliates ✅ Surveys boost engagement and help offset user acquisition costs