Assistant

What it is for

Logs by conversation. Nothing goes in without your confirmation.

Before you start

• Optional: an AI in the AI page (without it, simple sentences and OCR still work).

Step by step

1. Type "spent 42 at the market today".
2. Review what the Assistant understood.
3. Apply the entries with one click.

Every action on this screen

Message

"spent 45.90 at the market and 120 on gas" becomes two entries.

Screenshots and documents

Paste (Ctrl/⌘+V) a screenshot, attach a spreadsheet, statement or PDF.

Audio

Record and the app transcribes.

Conversations

The list keeps histories; New conversation restarts; the icon exports.

Mark as paid, fix or delete what already exists

Ask in plain language: "paid the Tiguan installment", "the November 9 grocery was 389.40", "delete the duplicate Netflix". The Assistant finds the entry in your data (it sees what is paid and what is still due) and shows a Paid, Fix or Delete card for you to apply. Nothing changes without your click, and Undo restores the entry as it was. If several look alike, it asks which.

Questions

With AI: "how much did I spend on iFood this month?".

Shortcuts

• Enter sends; Shift+Enter breaks the line.

Common problems

No AI configured. Use simple sentences or set up under AI.

See also

• AI
• Import statement
• Entries