Five kinds of record
Draft transactions (including recurring subscriptions), accounts, categories, budgets and debts by chatting.
Rasa AI Assistant
Ask about your money in plain language, or tell Rasa AI what to add. It answers from your own data and drafts records for you to confirm. It never saves anything without your approval.
An assistant that knows your numbers
Rasa AI is three surfaces in one: a chat, an AI Overview on your dashboard, and AI category detection in the import wizard. All of them are grounded in your live Rasa Money data. Ask how your budgets are doing, summarise this month's spending, or ask how a feature works.
It is a specialist, not a general chatbot. It sticks to your finances, your data, product help and personal-finance topics.
In practice
Create by chatting, approve by tapping
Say you spent 40 dollars on groceries, or ask to add a monthly Netflix subscription. Rasa AI matches your accounts and categories, asks only for what is missing, and shows a confirmation card with the fields in plain language. Nothing exists until you press Confirm, and then plan limits, balance updates and budget checks apply exactly as they would through the forms.
Chat history is saved to your account and follows you across devices.
You always approve
Every create goes through a confirmation card that you confirm or cancel. Cards expire after an hour, and a refused create stays fixable.
Pro, feature by feature
Chat, the dashboard AI Overview and AI import categories are gated separately, so you can see exactly what each plan unlocks.
Three AI surfaces
| Surface | Where | What it does |
|---|---|---|
| AI Chat | The Rasa AI page | Answers questions about your data and the product, and drafts records for confirmation |
| AI Overview | Your dashboard | Writes a plain-language summary of your dashboard when you ask |
| AI category detection | The import wizard | Suggests a category for each row from a description column |
How creating a record works
- You say what you want, for example a grocery expense or a new subscription.
- Rasa AI resolves the account, category and currency and asks only for missing required details.
- A confirmation card shows the record in plain language.
- Nothing is saved until you press Confirm; Cancel discards it.
Suggestions are not always right
AI-assigned categories are not always accurate. Review and correct them on the import review step before you import.
FAQ
Can Rasa AI change my data on its own?
No. Every create goes through a confirmation card, and nothing is saved until you press Confirm.
What can I ask Rasa AI?
Your own accounts, transactions, budgets and settings; how Rasa Money works; and personal-finance topics. Unrelated topics get a short redirect back to your finances.
How much of a conversation does it remember?
The most recent 40 turns of a thread are used, although the whole transcript stays on screen and is saved to your account.
Is Rasa AI included on the free plan?
AI chat, the AI Overview and AI import categories are Pro features, and each is gated separately.
More features
Ledger
Transaction Ledger
Learn more →Rates
Exchange Rate Tools
Learn more →Multi-currency
Multi-Currency Engine
Learn more →All features