Ask Nora about your finances

How to do it

1. Open Chat. Choose a starter question or write one in Message Nora.
2. Say which period or account you want to look at. Never include bank credentials.
3. Read your draft, then choose Send message. Picking a suggestion never sends it on its own.
4. Check the dates, sources, calculations and limitations in the reply before you rely on it.
5. Activity steps stay collapsed while Nora works. Open Activity when you want to read them.
6. When a reply has section tabs, select one to switch views. In a narrow chat, the tabs and longer labels wrap onto extra lines.
7. Open a linked financial page in this tab and the conversation stays beside it. Your draft and any running response survive moving around the workspace.
8. Ask Nora how much is left in a category, which categories are over budget or closest to it, why a category is over, or how last month went. Nora reads your saved targets and the results calculated on the server. Name a currency if you keep more than one plan. Open the evidence panel, then View budget, to check the same month yourself.
9. Use Nora presentation (…) to choose Dock to side, Float or Hide Nora. Expand goes full screen, and Back to page returns you to the view and page you were on.
10. Resize the sidebar by dragging its divider, or by focusing the divider and using the arrow keys. Docking is offered only while the page has room for it. A narrower window floats Nora for a while, then docks it again once the space comes back.
11. Nora remembers your presentation and width for this account in this browser. Hide Nora does not stop a response, so use Stop generating for that. Drafts live only in the open workspace and disappear on reload or sign-out.
12. Select an action button to open Budgets, Accounts, Recurring, Merchants, Categories, Settings or Help. Transaction rows open the editor you already know, and evidence links keep the filters they support. The actions work in floating, docked and full-screen Nora, and in Board chat. Opening an editor saves nothing by itself.
13. Ask Nora to create an Excel financial report, for example monthly spending by category for a named year. Specify the dates, currency, columns or grouping you need, then select Download in the reply. Ask for categories as rows and months as columns to get an annual matrix (up to twelve calendar months), and request supporting transactions if needed. Reports can contain up to four sheets, including supporting transaction sheets; the server fills them from the same available records and checks totals separately for each currency. Workbook labels follow your account language, or you can request English or French.
14. Ask for a transaction report with calculated columns in your preferred order, for example description, category, merchant, amount and cumulative merchant amount this month. Available calculations include running totals, totals, counts, running counts, average amounts, shares, month, weekday, weekend and amount thresholds. Totals, counts, averages and shares can cover the whole report or reset each calendar month, optionally grouped by merchant or category.
15. Ask for a monthly financial review to see income, spending, income minus spending and category totals. For a comparison, specify a current period and an earlier period, for example February versus January, with spending or income grouped by category or merchant.
16. To fill an existing workbook, select Attach Excel workbook below Message Nora, choose an .xlsx file up to 3 MB, then describe the cells, periods or changes you want. You can use Nora financial records, information you provide in chat, or calculations from the worksheet. Selected cell contents are shared with AI for this request.
17. Nora returns a new copy and summarizes changes. Continue in the same chat, for example “Now add October.” Each original and edited version is retained for seven days from creation. Open the downloaded copy in Excel to recalculate formulas and charts.