View only: you can see this ledger but not change it. Ask an admin of the organization for edit access.
Ask
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Budgets
A monthly limit per category. Turn on Roll over to carry what is left (or overspent) into the next month. Transactions you leave out of budgets are not counted.
| Category | Budget | Roll over | Spent | Progress | Left |
|---|
Spending without a budget
| Category | Spent | Add a budget |
|---|
Recurring
Every charge in the next 45 days
From detected charges and the ones you added.
Recurring
Looks cancelled (no recent charge)
Add one by hand
For a bill that does not show up in your transactions yet, or one we missed.
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New rule
When a transaction's field matches the pattern, set its category, and optionally leave it out of budgets or out of every total (it stays on the ledger). Lowest priority number runs first; the first match wins. Categories and ignore choices you set by hand are never overwritten.
Categories have their own screen:
Suggested rules
Names you have moved to the same category by hand several times. A rule does it for future imports.
Rules
| Priority | When | Category |
|---|
Categories
Rename a category, change its type or icon, or delete it and move everything in it to another. A renamed or deleted name keeps working for imports from the bank feed.
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From the bank feed
Names the bank feed sent that are not in your list. Add one as it is, or merge it into one of yours: its transactions move, and later imports with that name follow.
Ask about the ledger
Install the app
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Alerts
What the bell in the header tells you about. These thresholds are shared by everyone in this ledger; dismissing an alert is personal.
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Notifications on this device
A large charge, a bill coming due, or imports that stopped, sent to this device even when the app is closed. The lock screen shows names only, never amounts.
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What Ask remembers
Ask keeps your own questions in this ledger, how it read them and what it showed, so follow-ups like "the second one" or "same as yesterday" work and it learns how you ask. Only you can see or use it, never others in the ledger, and it stays in this ledger. Conversations are kept for 30 days, short summaries for a year. Words you teach it ("by places I mean vendors", or "no, I meant vendors" after an answer) are learned for everyone in this ledger.
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Ask test mode test
For testing: with this on, every step of your Ask turns on this device is taken by Sonnet through the Unimatrix pool directly. The app still runs every lookup itself and nothing changes without Apply. What Sonnet is shown of your ledger for a turn leaves this network to Anthropic. Each turn says which model answered, and is in the session log.
Ask session log
What is said in an Ask session in this ledger, typed or spoken, is kept for 30 days: your words, Ask's answers and what it looked up. It is there so a session can be read back and Ask fixed where it went wrong. You can read and delete your own lines here. The people who maintain this app can read every member's lines.
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