In the "Activity and assistant" panel, you can ask the AI assistant about workspace totals, test a what-if and prepare a draft of your data. The assistant is off until you switch it on in settings: without that it does not run and gets no data.
How to open the panel and write a request
The assistant runs on AI. It is off until you switch it on in settings: without that it does not run and gets no data.
The "Activity and assistant" panel is one feed: activity, notifications and the dialog with the assistant.
Click "Open activity and assistant".
If the panel says "Assistant is off", open settings and turn on the "Enable assistant" switch.
In the "Message to Tetri assistant" field, write a question or a request and click "Send message".
Wait for the reply: while it is prepared, the feed shows "Preparing a reply…".
Create a budget for groceries, 180 a month
The draft is ready. Review it before you apply it.
Groceries budget
Monthly budget · €180.00
What you can ask
A question can cover workspace totals, plans and active Tetri insights.
The reply rests on the current workspace totals and active insights, so you can check a figure from a report against it. The source sits under the reply: "Current workspace overview" or "Active Tetri insights".
You can find a wallet, a category or a rule by name and open the right page of the app from the dialog.
How much is left in the groceries budget?
The Groceries budget has €70.00 left of €180.00.
Current workspace overview
How to test a what-if
You can state the assumption as dropping a subscription or taking on a new commitment. The reply shows three values: the plan now, the plan under the assumption and the difference.
The horizon is 1 month, 3 months, 6 months, 1 year or 2 years. The check writes nothing: subscriptions, commitments and the plan stay as they were.
What happens if I take on a €30.00 monthly commitment?
Plan nowin 6 months1,680.00€
Plan with the commitmentin 6 months1,500.00€
Difference€30.00 a month−180.00€
How to check a draft and apply the changes
Changes to financial records need a confirmation: until you press "Create", wallets, budgets and transactions stay as they were.
Read the hint "Review the draft before applying these changes."
Check the draft fields: the name, the amount, the currency, the period.
Click "Create": the feed shows "Changes applied in Tetri.", and the "Open" button opens what was created.
A draft has four states: waiting for confirmation, applied, cancelled and not applied because of an error. After a cancel, the feed shows "Draft cancelled." and your data stays as it was. If the changes did not apply, the feed says "Could not apply these changes. Review the draft and try again."
Review the draft before applying these changes.
Changes applied in Tetri.
Draft cancelled.
What you can set up in the dialog
Drafts
A draft can cover a transaction, a wallet, a category, a budget, a goal, a recurring transaction, an automation, a tax setup, a planning scenario and a recalculation of opening balances.
A wallet draft shows the name, currencies and opening balances, plus the type (bank account or cash), the net-worth setting and the colour. A recurring transaction can be created and changed, and a planning scenario created and applied.
Right away, with no draft
Appearance, currency-symbol display and email preferences change right after the request. These settings are reversible, so no confirmation is needed.
How to dictate, attach a receipt and mention a wallet
The "Start voice input" button turns on speech recognition on the device when the browser supports it. The recognized text goes into the same field as typed text, and it reaches Tetri only when you send the message. Recording stops after 60 seconds, and the audio is not stored.
If a language pack is needed, the "Download language pack" button starts the download. Without the pack, you can keep typing on the keyboard.
You can attach a receipt with the "Attach file" button: the reply holds the "Review receipt" button. Until you review the receipt fields, no transaction exists: "No transaction has been created yet. Review the extracted receipt fields first."
To mention a wallet, a category or a currency, type @ and pick an option from the "Wallets, categories and more" or "Currencies" suggestions.
Spending in @Cafés in @GEL
Coffee shop receipt
No transaction has been created yet
A bank file in a message
You can attach a bank statement to a message: the reply holds an import draft with the "Review import" button. Until you review the parameters and rows, nothing is imported.
You don't pick a bank first: upload the file. If the bank isn't recognized, the import window shows a list to choose from. CSV, XLSX, PDF, OFX, QFX, STA and MT940 files work, best as the bank gave them: the original headers, encoding and separators make column detection more accurate.
You upload a bank statement and an app export in the same import window: in the "File source" field, choose "Bank statement" or "App export". The second option opens a list of nine apps: Drebedengi, Firefly III, Lunch Money, Money Flow, Money Manager, Monarch Money, Spendee, YNAB and Zen Money.
One file can hold up to 100,000 transactions: upload a bigger export in parts.
A preview lasts 24 hours, and after that you upload the file again.
A row is skipped when the same transaction is already in the history, and it is marked "Already recorded". Rows that could not be read are listed separately: fix them in the original file and upload it again.
In the import history, "Revert" deletes every transaction of that file together with later edits, and transactions from other imports stay. If the import changed the starting balance, it is restored; this action cannot be undone.
SupermarketOctober 1 · this transaction already existsAlready recorded
What is shared and how to manage the dialog
Each request shares your message, a limited recent conversation, current workspace totals and active insights. Leave passwords and tokens out of the message.
You can switch the assistant on and off in settings, in the "How it works" section: the "Enable assistant" switch.
You can download the dialog: in the "Download conversation" block, click "Download Markdown". The "Delete" button in the "Delete conversation" block removes your messages and the assistant replies in this workspace, while insights and notifications stay.
Assistant access belongs to your account: members of a shared workspace get it in their own account, not from the owner. The workspace owner allows or blocks assistant access in a shared workspace: when it is blocked, the panel says "Assistant is off for this workspace".
What you cannot change in the dialog
Security, sign-in and billing do not change in the dialog: the reply points to the settings page where you do it.
Financial records do not change without a confirmation, and a what-if check writes nothing. A receipt becomes a transaction only after you review its fields.
Frequently asked questions
You can attach a receipt, a PDF, a bank statement or an app export to a message. For a statement, CSV, XLSX, PDF, OFX, QFX, STA and MT940 files work, best as the bank gave them: the original headers, encoding and separators make column detection more accurate.
Yes, from nine apps: Drebedengi, Money Flow, Money Manager, Zen Money, Firefly III, Monarch Money, Lunch Money, YNAB, and Spendee. In the "File source" field, choose "App export", then the app from the list, and upload the export.
If the panel says "Assistant is off", open settings and switch it on. If it says "Assistant is off for this workspace", ask the workspace owner to allow access. The message "Try again in a moment" means the short-term request limit is used up. If the assistant needs another plan, access depends on the plan of your account: a shared workspace does not provide it.
Yes. In the "Message to Tetri assistant" field, you can write an expense or an income, such as "coffee 3.50". The reply holds a transaction draft, and the transaction is created after you confirm.
Yes. In the import history, click "Revert" next to the file: that file's transactions are deleted, and transactions from other imports stay.
Set up your finances in TetriSet up your finances in TetriStart with a wallet, one transaction, and a budget. You can add recurring payments and a savings goal later.Accounts, cash, debt, and transaction historyAccounts, cash, debt, and transaction historyCreate wallets, record income and expenses, transfer money, organize transactions with categories, and review transaction history. Combined balances and reports use converted values without changing the original amounts or currencies.How to forecast cash flow: scenariosHow to forecast cash flow: scenariosHow to read the cash flow forecast in Tetri, find a month with a shortage and test a purchase with a what-if scenario before applying it.