Not sure what to ask your personal Money Assistant? We've listed a few examples of the kinds of questions you can ask. Then the assistant can take it from there.
Budgeting & Spending
Where should I cut back on spending?
What's my highest spend category this year?
Compare my groceries vs restaurants categories.
How much have I spent at Costco this quarter?
What credit card should I use when abroad?
Is my budget for this category realistic?
Am I on track to be under, at, or over budget this month?
What is this charge from?
Debt & Credit
How can I pay down my student loans faster?
Create a payoff plan for this debt.
Should I refinance this card?
How far along am I on my mortgage?
Help me optimize my credit card usage.
Am I maximizing this card's rewards?
Saving & Goals
How can I start saving $500 more per month?
How long will it take me to save $10,000 at my current rate?
How can I reach my vacation goal faster?
Suggest a savings goal for me.
What's my average savings rate?
Can I cover next month's expenses?
Investments & Net Worth
How's my investment portfolio doing?
Is my portfolio diversified?
What made my AAPL stock move this week?
What's my investment risk profile?
How can I grow my net worth to $200K in two years?
Is this account earning a competitive rate?
Big-Picture Planning
Am I on track to retire in 10 years?
Help me make a plan to buy a home next year.
Can I afford to move to New York City next month?
Rebalance my budget now that I got a raise.
Am I on track to earn more than last year?
Forecast my finances for next year.
đ Still have questions? Contact us via the in-app chat.