Frank's capabilities

Frank AI is designed to help you understand and manage your finances. Here's what Frank can do:

Financial questions

• Spending analysis — "What did I spend on eating out this month?"
• Income tracking — "How much income have I received this financial year?"
• Net worth — "What's my current net worth?"
• Comparisons — "How does this month compare to last month?"
• Trends — "Are my expenses going up or down?"

Financial guidance

• Budget advice — "How should I set my grocery budget?"
• Goal tracking — "Am I on track to reach my savings goal?"
• Tax questions — "What deductions might I be missing?"
• General finance — "What's a good emergency fund target?"

Data lookups

• "What's my largest asset?"
• "How many transactions did I import this month?"
• "What categories am I spending the most on?"
• "When was my last transaction from Woolworths?"

What Frank doesn't do

• Provide formal financial advice — Frank is an assistant, not a licensed financial adviser
• Execute transactions — Frank can't move money or make purchases
• Access other users' data — Frank only sees your data for the selected entity
• Predict the future — Frank can show trends but can't guarantee outcomes

For personalised financial advice, consult a licensed financial adviser. For tax advice, consult a registered tax agent.