Family Finance
Your accounts, what comes in and goes out, budgets and what you own — with reports, in one place.
Version 1.3.1
See Family Finance in the MarketplaceGuides
AI in this plugin
These actions send data to an AI provider — only when you use one, and only to a provider you allowed in Account → AI.
Write a money report
What it sends: Totals for the period and the one before: income and expenses with their counts, the largest categories by name, transfers, and each covered account's name, type, money in and out and closing balance — no descriptions, notes, tags or people.
Suggest a category
What it sends: The transaction's description and the names of up to 40 of the workspace's categories — no amount, date, account, notes or tags.
Who may answer
AI providers that do not train on what is sent and keep nothing after answering may answer anywhere. One that keeps or trains may answer only in workspaces a platform admin chose, and only for people who allow it. Sign in to see which ones, and what each does with data.