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How AI Insights works

Get a plain-English summary of your financial health generated by AI.

AI Insights analyzes your recent transactions, budgets, and goals and generates a plain-English summary of your financial health — including what's going well and what to watch.

What it covers

  • Spending trends vs last month
  • Which categories are over or under budget
  • Progress toward your goals
  • Unusual transactions or spending spikes
  • Personalized suggestions to save more

Note

Free accounts get 20 AI Insight queries per month. Pro gets unlimited. Queries reset on the 1st of each month.