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When you ask a question that involves comparisons, breakdowns, trends, or detailed numbers, the assistant can answer with a chart or a table rendered inline in the conversation. Both web and iOS render the same four visualization types.

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Types of visualizations

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Bar chart

Best for comparing values across categories or time periods. Examples:
  • Monthly spending across categories
  • Income vs. expenses by month
  • Top merchants by amount

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Line chart

Best for trends over time. Examples:
  • Net worth across months
  • Spending trend over the last 6 months
  • Income across pay periods

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Pie chart

Best for proportions and percentages. The assistant shows up to 8 slices plus an “Other” slice for the rest, so very long-tail breakdowns stay readable. Examples:
  • Spending distribution by category
  • Income source breakdown

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Table

Best for precise numbers laid out for quick scanning. The assistant returns a two-column table where each row pairs a label with a value (typically a currency amount). Examples:
  • Top 10 spending categories with exact amounts
  • Last three months of grocery totals
  • A list of subscriptions with their monthly cost

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How visualizations are chosen

The assistant decides for itself whether to answer with a chart, table, or plain text - and which chart type fits. Questions about comparisons, breakdowns, or trends are the most likely to come back with a visual; precise lookups and yes/no questions usually come back as text. You can hint at a format by including phrases like “show me a chart”, “give me a table”, or “graph”. The assistant takes the hint into account, but it’s not a guarantee - if plain text is a better fit, that’s what you’ll get.

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What you can do with a chart or table

  • The visualization renders inline below the assistant’s message
  • It uses your real account data for the period you asked about
  • Ask a follow-up question to dig in - “What’s in the Other slice?”, “Break down January’s bar by merchant”, “Show only the top 5 rows of that table”
The assistant decides on its own whether to answer with a chart, table, or plain text. Wording like “show me a chart” or “give me a table” is a hint, not a guarantee - if a visual didn’t come back, the assistant judged plain text was a better fit for your question.