In this article, the sections comprise:
- How to add transactions via AI
- Some related FAQs
Now, adding transactions is quicker than ever with our new MoneyLover Assistant feature. Just enter the details like you're chatting with a friend, and AI will automatically recognize the amount, category, and notes for you. Try it now for a smarter and more convenient way to manage your finances! 🌟
1. How to add transactions via AI
Here’s how to use the "MoneyLover Assistant" feature:
Step 1: Set a Default Wallet
Setting a default wallet helps you avoid selecting a wallet every time you create a transaction with AI. If you don’t mention a wallet name in the transaction, it’ll automatically use the default wallet.
To set a default wallet:
- Go to the Account tab.
- Select My Wallets.
- Press and hold your desired wallet, then choose Set as Default Wallet.
Step 2: Open the Add Transaction with AI screen
- Press and hold the
(Add Transaction) button on the main screen, or tap the
button next to Save on the Add Transaction screen.
Step 3: Enter your transaction details just like you're chatting with a friend!
For example:
- Bought groceries 200k and paid for parking 50k.
- Breakfast 20k, coffee 40k.
You can enter multiple transactions for different dates in one go.
For transfers between wallets, you’ll need to enter them separately. For instance, transfer $100 from Wallet A to Wallet B on Feb 14th.
After adding, you can scroll down to check once they’ve been successfully added.
Step 4: Wait a second for the transactions to be added
- The AI will categorize the transactions into the appropriate categories and wallets.
- Once the app confirms the transactions were added successfully, you can tap on any transaction to review or edit it as needed.
2. Some related FAQs
Q: Why can’t I use this feature?
Currently, this feature is in the testing phase and completely free during the trial period. We’ll send out a notification and release it to all users once it’s at its best version. Please stay tuned for exciting updates!