English
AI Assistant
The AI assistant turns bookkeeping into a conversation: ask about your entries and record new ones in natural language, and let it handle the looking up and organizing for you. Besides the built-in assistant, you can also connect the app to an AI client you already use — see Connect AI Clients (MCP).
Where to find it
| Client | Location |
|---|---|
| The desktop app | "AI Chat" in the left navigation |
| The web app | "AI Assistant" in the left menu |
| The Android app | Not available yet; coming in a future version |
What it can do
- Look up entries: "How much did I spend on dining this month?" "What was last month's balance?" — the AI reads your entry data and answers directly
- Record entries: "Lunch today was 35 yuan, record it under dining" — the AI creates the entry for you
- Organize & analyze: "Summarize my spending trend for the last three months" "Which categories are over budget?"
- AI user profile: generates an interpretation of your spending profile based on your entries (supported on the web app)
Managing conversations
- New conversation: keep different topics in separate conversations so they don't mix
- Auto naming: the conversation title comes from your first question
- History: context is kept within a conversation, so you can ask follow-ups and add details
- Delete conversations: remove conversations you no longer need
Things to know
- The AI confirms with you first before creating, changing, or deleting an entry — keep an eye on the confirmation message
- Sending messages is rate-limited (one every 10 seconds), and answers stream in as they are generated — wait for a reply to finish before continuing
- The AI's answers are based on the data in your ledger — the more complete your bookkeeping, the more accurate the answers
- The AI assistant depends on the AI service configured on the server; if it says the feature is unavailable, the service is currently not enabled, and other features are not affected
Double-check important actions
Before performing a bookkeeping action, the AI shows a confirmation. Check the amount, category, and date before you confirm. If something was recorded wrong, you can edit and delete it in the entry.