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Overview

Treasury AI is your built-in money coach. Open it from the navigation bar (or the Ask about your finances… box on your home dashboard) to ask questions about your spending, budgets, accounts, and net worth — in plain English — and get answers grounded in your actual data.
The Treasury AI start screen with suggested prompts and an ask box

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What can it do?

Treasury AI understands your finances and can answer questions, surface insights, and pull up the exact numbers behind them. Ask things like:
  • “How much did I spend on food last month?”
  • “Show me all my active subscriptions and flag any worth cancelling.”
  • “What’s my net worth and how has it changed this year?”
  • “Which bills are coming up in the next week?”
To get started fast, tap one of the suggested prompts — Budget deep dive, Net worth snapshot, Upcoming bills, or Subscription audit — or just type your own question.

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Answers you can act on

Treasury AI doesn’t only reply in text — it pulls relevant data into rich, interactive cards right inside the conversation. Ask about your subscriptions, for example, and it returns a card listing each one with its amount and a running monthly total, so you can act on the answer without leaving the chat.
Treasury AI answering a question with an interactive recurring-transactions card
Be specific. “How much did I spend on dining out in May, and is that more than April?” gets a sharper, more useful answer than “How’s my spending?” You can always follow up — the conversation keeps its context.

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Conversations & history

Each chat is saved. Start a fresh thread with New chat (top right), and revisit earlier conversations from the history icon next to it. This makes it easy to pick up a previous line of questioning or keep separate threads for different topics.

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Memory

Treasury AI can remember context about you and your finances across conversations — your goals, preferences, and the things you tell it to keep in mind — so its advice gets more tailored over time. You can review and manage what it remembers in Settings → Memory.
Treasury AI can make mistakes — it even says so under the chat box. Treat its answers as a fast, well-informed starting point and double-check anything important before acting on it.

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FAQ

Anything about your money — spending, budgets, accounts, bills, net worth, subscriptions. Be specific for the best answers, and follow up in plain English to go deeper.
Yes. It keeps context within a conversation, and Memory lets it remember details about you and your goals across conversations. Manage what it remembers in Settings → Memory.
No. Treasury AI reads your data to answer questions and surface insights — it never moves money, pays bills, or makes changes on your behalf. You stay in control.
It can be — it even says so under the chat box. Treat its answers as a fast, well-informed starting point and double-check anything important before acting on it.

Transactions

The activity Treasury AI reasons over.

Budgets

Ask the advisor how your budgets are tracking.

Net Worth

Get a plain-English snapshot of your whole picture.

Recurring Transactions

Run a subscription audit in one question.