Summary
Smart Insights can answer questions about your spending, income, trends, budgets, and transaction-level details using your financial data.
How This Works in Nance
Smart Insights are designed to handle a wide range of finance-related queries by analyzing your transactions, categories, and time periods.
1. Spending Analysis
- “How much did I spend this week?”
- “Where did my money go this month?”
- “What are my top expenses?”
Gives you:
- Total spend
- Category-wise breakdown
- Key spending areas
2. Category-Level Insights
- “How much did I spend on food?”
- “Show my travel expenses this month”
Helps you:
- Track specific categories
- Understand detailed spending patterns
3. Income Tracking
- “How much did I earn this month?”
- “Show my income sources”
Provides:
- Total income
- Source-wise breakdown
4. Budget Monitoring
- “Am I exceeding my food budget?”
- “How much budget is left?”
Shows:
- Budget usage
- Remaining amount
- Overspending alerts
5. Time-Based Trends
- “Compare my spending this month vs last month”
- “Show weekly spending trends”
Helps identify:
- Changes in behavior
- Spending patterns over time
6. Transaction-Level Queries
- “Show all transactions from Zomato”
- “List my recent high-value transactions”
Lets you:
- Drill down into specific transactions
- Search and analyze details
7. Smart Contextual Queries
- “Where can I cut down spending?”
- “What are my unnecessary expenses?”
Provides:
- AI-driven suggestions
- Behavioral insights
Important to Know
- Works across bank, credit card, and cash transactions
- Requires at least one connected bank account
- Accuracy depends on categorization and latest sync data
If it’s about your money,
Smart Insights can answer it.