Topic · 05

Rasa AI

What the assistant can see, how summaries work, and why every create waits on Confirm.

Guides

What Rasa AI can see

Snapshot of accounts, budgets, categories, and recent transactions — nothing else.

4 min

One-tap dashboard summary

How the summary is built from your live numbers.

3 min

Why every create waits on Confirm

Rasa AI can draft records — nothing is saved until you press Confirm.

3 min

Still stuck?

Write to support with what you tried — a human replies.

Contact support