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Smart Search and AI Assistant

Ask plain-language money questions and chat with Klyrr’s AI using your spending and Plan context.

  1. Menu → Smart Search.
  2. Ask in plain language (EN or FR), e.g. “How much did I spend on groceries last month?”
  3. Read the answer and matching operations.

AI Assistant

  1. Menu → AI Assistant.
  2. Chat about your finances. The assistant receives spending context and Plan context (goals, room estimates, debts, benefits flags) for the active file when available.
  3. Good questions: “Where should my next $200 go?”, “Explain my leftover this month.”

Guardrails (important)
- Not tax or investment advice; no stock picks.
- Never invent your CRA room — confirm in CRA My Account.
- Quebec users: prefer CELI / CELIAPP / REER / RRQ naming in French.

Tip: Ask one clear question at a time; mention the file or goal if you have several.

Ready to follow these steps in your account?

Open Klyrr

Related guides

Using the Klyrr dashboard Read spending, income, savings, charts, and Plan tips on your Klyrr dashboard. Set and track budgets Create monthly category budgets, use AI recommendations, and watch progress bars in Klyrr. Review detected subscriptions See recurring charges Klyrr finds in your history and act on them in real life. Timeline and Health Score See spending rhythm over time and a coach-style health score based on habits and budgets.