Snapshot and net worth
Spending and trends
Subscriptions and recurring
Income and pay
Specific transactions
Tips for better answers
- Be specific about time. “Last 30 days”, “Q1 2026”, or “since January” works better than “recently”.
- Ask follow-ups. Once the assistant pulls data, follow up with “break that down by merchant” or “show me the biggest outliers”.
- Combine sources. Ask about income and spending together to get cash-flow analysis in one answer.