Advisor
An AI review of your month, and answers to questions about your money.
The Advisor explains what changed and suggests what to look at next. Everything it writes is generated by AI and labelled AI-generated. It's informational only, not financial advice: check before acting. Read How the AI works for what it sees.
Your weekly review
Generate a review of this month's income, spending, and envelopes, with suggestions you can act on directly.
Select Generate review. In this preview the review is sample text written for the help site; in the app it's generated from your month and uses one AI call.
Your review
In Your weekly review, select Generate review. Despite the card's name, the review covers the current calendar month so far: your income, spending and budget envelopes. It gives a short summary and up to three suggestions.
Each suggestion is a link to the page where you can act: Transactions, Budgets, Goals, Net worth or Settings. You make any change yourself.
Your last review stays on the page. Select Regenerate review for a fresh one; each review uses one AI call.
Ask about your money
Press ⌘ K (or Ctrl K) and type a question, such as How much did I spend on coffee in January?, then choose Ask Euporia.
The AI turns your question into a search; Euporia then runs the search and adds up the totals itself, so the numbers come from your data, not from the AI. Questions search the last 90 days unless you name a period (up to two years). Each question uses one AI call.
AI calls
The Advisor shows how many AI calls you have left this month. Reviews, questions and the AI summary in the weekly digest each use one. A call that fails isn't counted.
- Calls reset on the 1st of each month (UTC).
- To keep things fair, you can make up to 15 calls a minute. If you see Slow down a little, wait a minute.
What it won't do
The Advisor doesn't recommend investments, predict markets, or judge whether you can afford credit. Euporia also checks each review and tries to remove anything that reads like investment advice before you see it. That check works best in English, so treat every review as a starting point, not a recommendation.
What changed
The What changed list shows recent changes in your space, such as files imported and envelopes funded, so you can see who did what.
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