How to Use the AI Finance Assistant
- Open the floating assistant from any tab.
- Ask in plain language about spending, balances, budgets, or forecast.
- Answers use your real figures with privacy-conscious handling.
Feature detail: AI Assistant · Help article
FAQ
Frequently asked questions
How to Use the AI Finance Assistant?
Open the floating assistant from any tab. Ask in plain language about spending, balances, budgets, or forecast. Answers use your real figures with privacy-conscious handling.
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Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.