AI Tasks in beta

AI Tasks in beta
Feature in beta · 27 May

Use ChatGPT to gain insights or take action on your PocketSmith data. Learn more about your money or save time categorising and editing your transactions.

Read our blog post about what we see for AI in personal finance, why we created this feature in PocketSmith, and the security considerations.

AI Tasks is now available for users that have enabled beta testing. Just click ‘🤖 AI Tasks’ in the Transactions page toolbar.

To help us improve AI Tasks, please get in touch with any feedback at [email protected].