How-to guide

How to Use the AI Finance Assistant

  1. Open the floating assistant from any tab.
  2. Ask in plain language about spending, balances, budgets, or forecast.
  3. 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.

Your finances, as a smart spreadsheet.

Import OFX or CSV bank files and track income, bills, expenses, credit cards, subscriptions, budgets, cash flow and net worth — no formulas to maintain.

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