Your AI assistant gets better the more specific and clear your questions are. Here are some tips for getting the best possible answers.
Be specific with time periods
Instead of: “How much did I spend?”
Try: “How much did I spend in February 2025?”
Name merchants and categories
Instead of: “Show me my food spending”
Try: “How much did I spend at restaurants vs. grocery stores this month?”
Ask follow-up questions
Your assistant remembers the context of your conversation. After getting an initial answer, dig deeper:
- “Why was it higher than last month?”
- “Which merchant was the biggest one?”
- “Show me a chart of that”
- “Show me a chart of…” for visual answers
- “List all transactions…” for detailed lists
- “Compare my…” for side-by-side comparisons
- “Summarize my…” for quick overviews
Ask about trends
The assistant excels at identifying patterns:
- “Is my spending on subscriptions increasing?”
- “What’s my average monthly income over the last 6 months?”
- “Which category has grown the most this year?”
Don’t hesitate to experiment. Your assistant can handle a wide variety of questions. If the first answer isn’t quite what you wanted, rephrase and try again.
