AI coach & insights
What the AI coach can do
Ask questions about your money and let the coach make changes with your approval.
The coach answers questions using your real numbers, for example "How much did I spend on food last month?" or "Am I on track with my budget?"
It can also do things for you
The coach can suggest changes such as recategorizing transactions, marking them reviewed, or adjusting a budget amount. Nothing changes until you tap Approve, and every approved change is logged.
Limits
- The coach is educational. It isn't a financial, tax or legal advisor.
- It can make mistakes. Double-check anything important.
- Chats are stored only in your browser. Clear them in Settings → AI & personalization.