Money Assistant Tips & Tricks

Tap the Money Assistant icon from within an account, transaction, category, goal, or Recurring to start a conversation about that specific element. No need to explain what you're referring to since the assistant already has the details.

The assistant is able to create, update and delete directly in the chat. You can try...

Ask to view your transaction name rules, then delete some or create new ones.

The assistant can adjust category amounts to rebalance the current month's budget.

Ask about any time period you want, like "this quarter," "the last 6 months," or "since January." The assistant will pull your data for exactly that range.

Ask about spending at a specific store, like "How much have I spent at Target this fall?" The assistant will search your transaction history for that merchant across whatever timeframe you give it.

Ask the assistant to "Roast my spending" for a blunt, funny take on where your money's actually going.

Tap on the Money Assistant icon on the bottom-left corner to utilize that tab's recommended prompts. For example, you'll see "Market recap" on the Investments tab, "Optimize credit cards" on the Accounts tab, and "Match refunds" on the Transactions tab.

If the assistant is processing a complex task, you can leave and app and receive a push notification when it's done. Just make sure your in-app notifications are enabled.

You don't need to type a full question for the Money Assistant to understand: a short phrase works too. For example: "Optimize my cash" or "Help me budget for a new car." Want more ideas? Check out the prompt library.

Love something the assistant discovered? Tap the upload icon at the bottom of the chat to copy or share it.

If you want to enable/disable transaction fixes and proactive suggestions, head over to Settings > Features > Money Assistant. You can also switch up the assistant's personality.