Query Guide
Master the art of asking questions to get the most out of your AI assistant.
Query Categories
The AI assistant can answer different types of questions about your financial data. Here are the main categories:
Balance Queries
"What's my current cash balance?"
"Show me my total assets"
"What are my outstanding liabilities?"
"How much do I have in my BMO checking account?"
Expense Analysis
"Show my expenses this month"
"What were my biggest expenses in Q4?"
"Break down expenses by category"
"Compare this month's expenses to last month"
Transaction Search
"Find all payments to Amazon"
"Show transactions over $500"
"Find all office supply purchases"
"What did I spend on software subscriptions?"
Reports
"Generate my balance sheet"
"Show my income statement for 2024"
"Create a cash flow report"
"What's my net income this year?"
Advanced Queries
"Show expenses by account for the last 3 months, grouped by category"
Complex query with grouping and time range
"What percentage of my income goes to rent?"
Ratio calculation query
"Compare Q3 and Q4 revenue by product line"
Period comparison query