You can adjust your Money Assistant from Settings > Features > Money Assistant. This feature is currently available on iOS only.
Enabling/Disabling
Use the Money Assistant toggle at the top of the menu to turn the chat and all assistant features on or off.
If you turn Money Assistant back on, your previous chats will reappear in your chat history.
Choosing a Personality
Tap Personality to swipe through and select the way your assistant chats with you.
Managing Individual Features
Prefer to customize your experience? Toggle individual features on or off whenever you like:
Transaction Fixes: Catches wrong categories and mismatched dates.
Proactive Suggestions: Finds opportunities you’d miss, like idle cash or budget shifts.
FAQ
What happens to my chats if I turn off the Money Assistant?
Your chat history is saved. If you re-enable Money Assistant, your previous chats will reappear in your chat history.
Can I re-enable the Money Assistant after disabling?
Yes! Go to Settings > Features > Money Assistant and switch it back on whenever you'd like.
Will the Money Assistant change my transactions without asking?
No. The Money Assistant always checks with you before making changes.
Can I turn off Proactive Suggestions but still use the rest of the assistant?
Yes! Turn off Proactive Suggestions from the Money Assistant settings menu, and the rest of the assistant will stay enabled.
Does disabling the Money Assistant stop it from accessing my data?
Yes. When the Money Assistant is off, it stops analyzing your accounts and transactions. Previous shared data is kept in accordance with our privacy policy.
👋 Still have questions? Contact us via the in-app chat.