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Answers for Finance AI
Search help articles for transactions, categories, cash flow, spending goals, spending breakdowns, bank connections, net worth, billing, and account settings.
How do admins review AI chat history?
Use the admin Chats tab to inspect transcripts, tool calls, system prompts, and usage by user or chat type.
Updated Jun 28, 2026
How do I add Finance AI widgets to my Home Screen?
Add Finance AI spending, income, net worth, cash flow, and spending goal widgets to your iPhone Home Screen.
Updated Jul 12, 2026
How do I change a transaction category?
Correct a transaction category and teach Finance AI how to handle similar transactions.
Updated Jun 20, 2026
How do I change the transaction date?
Move a transaction to the date or month it should count toward in Finance AI.
Updated Jun 20, 2026
How do I connect a bank account?
Connect checking, credit card, loan, and investment accounts through Plaid.
Updated Jul 8, 2026
How do I create or edit categories?
Customize your category names, icons, and colors so spending and income reports match how you think.
Updated Jun 23, 2026
How do I download the iOS app?
Install Finance AI from the App Store after signing in or finishing onboarding.
Updated Jul 11, 2026
How do I fix a bank connection?
Refresh a Plaid connection when transactions stop syncing or Finance AI says an account needs attention.
Updated Jul 12, 2026
How do I manage my subscription or delete my account?
Find subscription controls, billing status, reactivation, and account deletion.
Updated Jul 15, 2026
How do I manage weekly insights?
Turn weekly spending insights on or off and understand what Finance AI sends.
Updated Jun 28, 2026
How do I publish articles?
Use the Finance AI admin article editor to draft, preview, and publish SEO-friendly Markdown articles.
Updated Jul 12, 2026
How do I read the Cash Flow graph?
Understand the Cash Flow graph on the Finance AI home screen, including income, spending, and projected cash flow.
Updated Jul 12, 2026
How do I read the Spending Breakdown graph?
Understand the Spending Breakdown graph on the Finance AI home screen and drill into the categories behind your spending.
Updated Jul 12, 2026
How do I read the Spending Goal graph?
Understand the Spending Goal graph, the single monthly goal line, and how Finance AI tracks spending pace across the month.
Updated Jul 12, 2026
How do I set or change my monthly spending goal?
Set one monthly spending goal and track how the current month is pacing.
Updated Jun 20, 2026
How do I use Face ID or Touch ID to unlock Finance AI?
Turn biometric unlock on or off for the Finance AI mobile app.
Updated Jul 14, 2026
How does Finance AI calculate net worth?
Understand what is included in net worth, account balances, manual stocks, and mortgages.
Updated Jun 28, 2026
How does Finance AI categorize transactions?
Learn how the assistant chooses categories, asks clarifying questions, and remembers patterns.
Updated Jul 12, 2026
How does Finance AI track AI usage costs?
Understand the admin Agent Costs dashboard, agent tags, per-user totals, and cache-aware cost estimates.
Updated Jul 12, 2026
Why am I not receiving Finance AI emails?
Troubleshoot missing sign-in codes, setup reminders, and weekly insight emails.
Updated Jul 9, 2026
Still need help?
Send us the transaction, screen, or account you are looking at.