AI transparency
How optional AI assistance uses recorded data.
AI-generated interpretations and recommendations are informational only and are not professional financial advice.
Purpose
Optional AI requests generate category suggestions and spending interpretations for the reporting period you select.
Disclosed fields
Requests use reporting-period dates and label, currency, recorded transaction count, income, spending, balance, and category spending totals. Raw descriptions, IDs, and timestamps are excluded.
Provider retention
Provider retention behavior has not been verified by the product owner.