Help / Finances
Ask your money
Plain-English questions over your own ledger — real numbers, with the transactions behind them shown every time.
Last updated August 3, 202601
Ask in plain English
Tap Ask on the Finances screen and ask the way you’d ask a person: “How much did I spend on groceries in July?” “What’s my average grocery spend this quarter?” “What subscriptions did I add this year?” The answer comes back as one direct sentence with the figures.
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It shows its work
Every answer displays the filters it used — category, date range, accounts — and the matching transactions underneath, so a wrong interpretation is visible and one rephrase away. The numbers are computed by PES from your ledger; the AI narrates, it never does the math.
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Only your numbers, never advice
Ask describes the money you’ve recorded — it doesn’t give financial advice, and it can’t answer about anything outside your own PES data. Questions are answered one at a time and aren’t stored as a conversation.