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User guide

Using MakeAI

Ask questions grounded in your records.

01

Access MakeAI

MakeAI is available with Pro and Family, subject to usage limits. Select the finance book you want to discuss before starting a conversation.

02

Provide clear context

Specify a period and question, such as your largest expense categories this month or savings progress. Complete transaction records help make answers more relevant.

03

Check the result

AI answers can be wrong. Compare amounts and conclusions with original transactions and reports before deciding. MakeAI does not replace professional financial advice.

04

Privacy and access

Relevant data is processed by AI providers as described in the Privacy Policy. MakeAI uses book context you can access. Never include passwords, one-time codes, or payment card details in conversations.

Still need help?

Contact Make support