Asking Frank Questions

Talking to Frank

Frank is your AI financial assistant. You can ask Frank questions about your financial data in plain English, and get instant answers.

How to use Frank

1. Open Frank AI

Click Frank AI in the navigation, or use the chat icon in the bottom-right corner of any page.

2. Ask a question

Type your question naturally. For example:

• "What did I spend on groceries last month?"
• "What's my net worth?"
• "How much have I saved this year?"
• "What are my biggest expenses?"
• "Show me my income for the last quarter"

3. Get your answer

Frank will analyse your financial data for the selected entity and respond with a clear answer, often including specific numbers and date ranges.

What Frank can access

Frank has read-only access to your financial data for the currently selected entity:

• Assets and liabilities
• Transactions and categories
• Budgets and goals
• Tax position
• Entity details

Tips for better answers

• Be specific about time periods: "last month", "this financial year", "in January"
• Mention the category if relevant: "dining out", "transport", "salary"
• Ask follow-up questions — Frank remembers the context of your conversation
• Try asking for comparisons: "How does my spending this month compare to last month?"

Privacy

Frank only accesses your data for the entity you have selected. Your financial information is never shared with other users or used to train AI models.