In short
Yes. Copy guides from the help as Markdown and paste them into another AI chat, so it can answer questions about how Westara works.
How it works
In the help, choose Copy as Markdown: for a single guide, a whole topic, or (on the help home page) all guides.
Paste the text as the first message in the other chat.
Ask how-to questions, for example: "How do I import a bank statement as a CSV into Actuals?"
What not to paste
No account numbers, IBANs, bank statements or exports, and no numbers from the Overview, Actuals or Holdings.
Two different chats
- The AI chat in Westara answers questions about your numbers that are already on screen. It doesn't need anything pasted in.
- Another chat with this help answers questions about how Westara works. It can't see your money.
The help doesn't turn another chat into your investment adviser.
Was this helpful?
Related articles
- What is Westara, and what doesn't it do? Westara is a morning overview of your household money: your budget and real spending on one side, and your wealth across cash, investments and self-held Bitcoin on the other.
- In what order should I set up Westara? This order works best: accounts first, then real numbers, then extras, and invite other people last.
- What is app focus, and how do I change it? App focus decides how much of the menu and Overview you see: Full app, Budget or Portfolio. It's available on every plan and is set per person.