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What were my top expenses last month?

Using analyze_spending tool

Here's your spending breakdown for December 2024:

Rent & Housing$1,450.00
Food & Groceries$623.45
Transportation$287.30
Subscriptions$89.97
Total$2,450.72

Find all my Uber transactions

Using search_transactions tool

Found 8 Uber transactions totaling $142.50:

Dec 28UBER *TRIP$23.45
Dec 21UBER *TRIP$18.90
Dec 15UBER EATS$34.20
+5 more transactions...

How does this compare to November?

Using compare_periods tool

Your Uber spending increased 23% from November to December.

November

$115.80

December

$142.50

Holiday travel likely contributed to the increase.

Ask about your spending...

Powerful AI Tools

Five specialized tools working together to give you complete financial visibility.

Search Transactions

Find any transaction by keyword, date range, or amount with semantic search.

Analyze Spending

Get totals, averages, and trends for any category or time period.

Compare Periods

See month-over-month changes with percentage breakdowns.

Auto-Categorize

AI-powered categorization for every transaction automatically.

Generate Reports

Create detailed spending summaries by category and time range.

Auto-Ingest

Drop CSV/PDF files — they're automatically processed and indexed.

Built With Modern Tech

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FastAPI•
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OpenAI•
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