> ## Documentation Index
> Fetch the complete documentation index at: https://help.mytruv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Asking Financial Questions

> Question types the assistant handles well, with examples - plus starter prompts you can tap on data pages.

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.

## Types of questions

### 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"

### Income

* "What was my income last month?"
* "Show me my pay history"
* "How does my income this month compare to last month?"

### Accounts and net worth

* "What's my checking account balance?"
* "What's my total net worth?"
* "Show me my credit card balances"

### Trends

* "Is my spending going up or down?"
* "How has my net worth changed this year?"
* "What's my average monthly spending?"

### Specific lookups

* "Find my last payment to Netflix"
* "Show me all transactions over \$100 this month"
* "When was my last paycheck?"

### Cash flow and savings rate

* "Is my Cash Flow positive this month?"
* "What's my savings rate?"
* "How much breathing room do I have?"

## 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.

## 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

## Related

* [Meet Your AI Assistant](/assistant/meet-your-ai-assistant) - the assistant overview
* [Understanding Visualizations](/assistant/understanding-visualizations) - the chart types the assistant can return
* [Chat History](/assistant/chat-history) - how thread context works
* [Customizing Your Assistant](/assistant/customizing-your-assistant) - memory and instructions for personalized answers

<Tip>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.</Tip>