In short
The AI only sees a small excerpt of the numbers that are already on screen for your question. Never IBANs, full account numbers or data outside the current Me / Person / All filter.
AI chat and AI features are available on Solo and Family.
What can go into the excerpt
Numbers already visible for that question: Actuals (date, payee, amount, category, account name), plan vs actual, holdings, activity, cash by account name, and how often payee rules apply.
What doesn't happen
The AI doesn't write anything to your data without your confirmation.
Who can confirm what (Family)
Viewers can read answers but can't confirm anything. Members only confirm changes to their own rows. Owners and Admins confirm for another member only when the person filter shows exactly that person.
You can delete a conversation at any time.
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Related articles
- How do I open and use the AI chat? Tap the spark at the top right of the header, or open search (⌘K) and choose Ask Westara. The AI chat is included on Solo and Family. You don't need your own AI account.
- Is the AI investment, tax or legal advice? No. The AI chat is an analysis tool for numbers you already have in Westara. It isn't investment advice, wealth management, tax advice or legal advice.