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The assistant answers questions about your real account data - balances, transactions, recurring activity, pay statements, and the patterns inside them. The clearer the question, the better the answer.

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Types of questions

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Spending

  • “How much did I spend last month?”
  • “What are my top spending categories?”
  • “How much did I spend on dining out this week?”
  • “Show me my Amazon purchases this year”

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Income

  • “What was my income last month?”
  • “Show me my pay history”
  • “How does my income this month compare to last month?”

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Accounts and net worth

  • “What’s my checking account balance?”
  • “What’s my total net worth?”
  • “Show me my credit card balances”
  • “Is my spending going up or down?”
  • “How has my net worth changed this year?”
  • “What’s my average monthly spending?”

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Specific lookups

  • “Find my last payment to Netflix”
  • “Show me all transactions over $100 this month”
  • “When was my last paycheck?”

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Cash flow and savings rate

  • “Is my Cash Flow positive this month?”
  • “What’s my savings rate?”
  • “How much breathing room do I have?”

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Starter prompts on data pages

If you’re new to chat, you don’t have to come up with a question from scratch. The Spending, Income, and Cash Flow pages each show a row of Ask AI prompt cards near the top - tap one to open the assistant with that question pre-filled. Useful when you want to see how the assistant phrases things and what kinds of answers it produces.

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Quick tips

  • Include a time frame when it matters - “last month”, “in February”, “over the last 6 months”
  • Name merchants and categories explicitly when you have one in mind - “How much at Whole Foods?” beats “How much at the grocery store?”
  • Use natural language - ask the way you’d ask a friend, not in keywords
  • Follow up in the same thread to dig into anything that catches your eye - the assistant keeps the conversation’s context across messages until you start a new thread
Start broad with something like “How am I doing this month?” and follow up with specifics. The assistant is usually faster than you’d expect at narrowing down to the answer you actually want.