Meet your personal Money Assistant, a proactive financial agent that keeps an eye on your finances, connects the dots, and surfaces what matters before you have to go looking for it.

This feature includes proactive elements throughout the app like transaction fixes, along with a chat where you can dig into your finances. Currently on iOS only.

Tap the arrow button in the bottom-left corner of any tab to open the assistant chat. From there, select one of the tab-specific prompt bubbles, or type in the search bar to start a new chat.

You can also tap the arrow button within an account, transaction, goal, or Recurring to launch a conversation about that specific element.

To revisit a past conversation, tap the clock icon in the top-left corner of the chat. To close the pop-up, tap the X in the top-right corner.

Not sure what to ask? Each tab features some conversation starters as a jumping off point.

Prefer to start from scratch? Check out our prompt library for some inspiration.

Edit, move, exclude, or delete directly in the chat. You can use these actions for your categories, transactions, budgets, rules, and Recurrings. For example: "Rename all VZWRLSS transactions as Verizon."

You can also create Recurrings, tags, and categories.

Give the assistant a standing instruction to follow going forward. For example: "Tag all my transactions next week with Rome." It will keep applying that instruction automatically until you tell it to stop.

Charts appear directly in the chat when relevant to a suggestion or insight. You can also ask for one anytime. It's able to show you bar charts, trend lines, category breakdowns, and comparisons across time.

Tap on the current personality at the top of an open chat to change how the money assistant communicates with you. Or, go to Copilot Settings > Money Assistant > Personality to get a feel of each personality.

Look out for a rundown of category fixes, matched refunds, and flagged charges in your Dashboard. Tap any item to review individually, or tap Dismiss/Approve All to clear them in bulk.

The Money Assistant can recommend adjusted budgets and categories directly in your Dashboard. As always, you can choose whether to View or Dismiss.

The more you interact with the assistant, the better it understands your priorities and preferences. Suggestions can also appear for your approval directly in a transaction or budget.

Enable, disable, and adjust the Money Assistant features from Settings > Features > Money Assistant.

Tap the arrow button on the bottom-left of any tab. If it's not appearing, head to Settings > Features > Money Assistant to enable the feature.

You can tap the thumbs up or down icon at the end of any response. Please share specific feedback with the Support team via in-app chat (tap the message icon on the top-right corner of any tab). Note: The money assistant isn’t trained to resolve support issues.

No, we never train on your data, and we require the same from our AI providers. You can learn more in our Privacy Policy.

No, this feature offers suggestions and information, not professional financial, tax, or investment advice.