The Insights tab has a Generate Report button that sends your categorized transaction data to AI for narrative analysis.
What it covers:
• Executive summary with income vs expenses and net cash flow
• Income analysis by source (Social Security, Pension, IRA/retirement distributions)
• Spending trends by category with month-over-month comparisons
• Subscription and recurring charge audit
• Fraud and anomaly detection — micro-charges, duplicates, unfamiliar merchants
• Uncategorized transaction suggestions
• Actionable recommendations
Date range: Use the From/To fields to limit the report to a specific period. Leave blank for all loaded data.
Action items: Recommendations from the report automatically appear in the Insights tab as trackable action items. Mark them as Open, In Progress, Done, or Dismissed. Add your own notes. The next report you generate will skip items you've already resolved.
Past reports: Reports are saved to your data folder and listed in Insights. Click 👁️ View to re-read, 💾 PDF to save as PDF, or 📧 Email to save and draft an email.
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