Allow me to link all my Bank accounts including FDs and Loan account and also add my Mutual Fund account and Insurance, Shares, PMS and also real estate.
This will help me monitor my net asset and liability all in one place and track the movement of my money well. If categorised well, it’ll help me budget the finances well so that I am prepared well in advance for the next big expenditure.
And if I need to withdraw big money, it can suggest with fd to break or which MF or Share to sell.
You could integrate with Perfios for readily implementing this as they have the plumbing and categorisation readily made available for building new usecases on top.