AI-Powered Insights

1. Access the Chat Interface

Navigate to Intelligence → Insights. You'll see a chat window with suggested starter questions.

2. Ask Your First Question

Type a question in natural language or click a suggested question.

• “How much did I spend on groceries in January?”
• “What's my net worth growth over the past 6 months?”
• “Show me my top 5 spending categories this year”
• “What percentage of my income goes to housing?”

3. Review the Answer

The AI will return a structured response with:

• Text Summary: Human-readable answer (e.g., “You spent $847 on groceries in January”)
• Data Table: If the query returns multiple rows, you'll see a formatted table
• Charts: For time-series or category breakdowns, the AI may render a bar chart or line chart
• Asset-aware rendering: if the answer references a specific account or category, it will format with icons and colors from your dashboard

4. Follow-Up Questions

The chat maintains context, so you can ask follow-ups without repeating yourself.

• Initial: “How much did I spend on dining last month?”
• Follow-up: “How does that compare to the month before?”
• Follow-up: “Show me a breakdown by merchant”
• Thread history is saved—you can return to previous conversations

5. Monitor Usage

Pro plan includes a monthly query cap. Check usage at the bottom of the chat window.

• Queries remaining this month: X / Y
• Resets on the 1st of each month
• If you hit the cap, the chat will notify you and suggest waiting until next month or upgrading