How are Reports and Adviser different?
Reports organize your financial activity into trends, balances, categories, and comparisons. Adviser helps explain what those patterns may mean and what deserves attention.
What can I ask Adviser?
Ask about spending changes, cash flow, recurring costs, goals, budgets, account balances, or patterns you want to understand. Better organized data usually leads to more useful answers.
What data does Adviser use?
Adviser uses the financial data available in your active Profile, such as confirmed transactions, accounts, budgets, goals, and relevant trends.
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