Summary
The Nance AI assistant helps you understand your finances by answering questions about your spending, income, budgets, trends, and transactions.
How This Works in Nance
The AI assistant acts as your personal finance layer on top of your data, helping you analyze and navigate everything without manual effort.
1. Understand Your Spending
- Track total spend:
- “How much did I spend this week?”
- See breakdowns:
- “Where did my money go?”
- Identify top expenses:
- “What are my biggest spends?”
2. Analyze Categories
- “How much did I spend on food?”
- “Show my travel expenses”
Helps you understand category-level behavior
3. Track Income
- “How much did I earn this month?”
- “What are my income sources?”
Gives a clear view of money coming in
4. Monitor Budgets
- “How much budget is left?”
- “Am I overspending?”
Shows:
- Budget usage
- Remaining limits
- Alerts
5. Identify Trends & Patterns
- “Compare this month vs last month”
- “How has my spending changed?”
Helps detect:
- Behavioral shifts
- Spending patterns over time
6. Dive into Transactions
- “Show transactions from Zomato”
- “What are my recent high-value transactions?”
Lets you:
- Search
- Filter
- Explore details
7. Get Smart Insights
- “Where can I cut down spending?”
- “What are unnecessary expenses?”
Provides:
- AI-driven observations
- Actionable suggestions
Important to Know
- Works with both voice and text input
- Requires at least one connected bank account
- Accuracy depends on categorization and latest sync data
It’s not just answering questions.
It’s helping you understand your money.