Summary
You can use Smart Insights in Nance by selecting or asking predefined queries to instantly analyze your finances based on your transactions.
How This Works in Nance
Smart Insights are AI-powered, ready-made queries that help you explore your financial data without manual filtering.
How to Use Smart Insights
- Go to the Smart Insights / AI section
- Choose a scenario
- View the results instantly
What You Can Ask
Smart Insights help you answer questions like:
- “How much did I spend this week?”
- “Show my top expenses this month”
- “Where am I overspending?”
- “How much did I spend on food?”
What Happens Behind the Scenes
- Nance reads your:
- Transactions
- Categories
- Time periods
- It processes the query and returns:
- Summaries
- Breakdowns
- Insights
All based on your latest synced data
Why This Is Useful
- No need to manually filter or analyze data
- Works across all accounts in one place
- Gives instant, contextual answers
Important to Know
- Requires at least one connected bank account
- Accuracy depends on categorization and sync status
- Works with both voice (VUI) and text input
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