Ask anything.
One bar across every page. Ask in plain English, and the assistant reads your real budget data — not a cached summary, not a statistical approximation. Your data.
> how much on dining last month?
You spent $284.40 on Dining in March, against a $260 budget. Highest night: Mar 18, Bar Primi, $112.
A morning with your books.
Four questions, four answers. The assistant pulls real numbers from the same ledger the app shows — no separate API, no aggregated summary.
> how much on groceries this month?
You've spent $318.40 on Groceries so far in April, against a $520 budget. That's $201.60 remaining.
> am i on track for my vacation goal?
Your Vacation envelope has $880 of $2,400 saved. At $300/mo, you'll hit it by August 1.
> move 50 from dining to groceries
I'll move $50.00 from Dining to Groceries. Dining will drop to $170; Groceries will rise to $570. Confirm?
> what's my biggest subscription?
Your largest recurring subscription is Figma at $15.00/mo, renewing Apr 22. You have 7 active subscriptions totaling $64.97/mo.
What it can & can't do.
The assistant sees your budget data. It doesn't see your email, your contacts, or the rest of the internet. It proposes changes. It never executes them silently.
- Read balancesTotals by category, account, envelope.
- Query historyAny period, any grouping. It has the ledger.
- Analyze trendsMonth-over-month, seasonality, outliers.
- Categorize oneSuggest a category for a new transaction.
- Propose a moveDraft an envelope-to-envelope transfer for your confirmation.
- Propose a ruleWrite a rule that matches what you just did manually.
- Auto-execute transfersEvery money movement requires explicit confirm.
- See other dataEmail, calendar, files — all outside its scope.
- Phone homeYour LLM key, your provider. Nothing is logged for us.
- Delete anythingDestructive ops are disabled. Always.
- Edit transactionsIt can categorize; it cannot change amounts.
- Remember across devicesContext is the current session only.
For the fast typists.
The same bar is a command palette. Slash commands skip the interpretation step — they run directly, still with a confirm for anything destructive.