Browse Recipes

Recipes are pre-built charts and breakdowns over your project's data — spending by category, account balances over time, portfolio performance, debt payoff progress, and more. They run the underlying analysis without waiting for a chat answer.

Opening a recipe

The Recipes panel sits alongside chat in your project. Pick a recipe from the list to run it and see its chart. Use the available time-period controls to choose the history for a recipe. Some analyses need more records or a complete period; review any message explaining missing history.

A Standard Workbook offers focus views across its source projects, including combined spending, investments and net worth. Retirement Planning workbooks have their own retirement recipes.

Drilling into detail

Click a bar, category, or KPI on a chart to drill in — the tile swaps to a detailed table or breakdown for just that slice, and you can step back out to the overview. If the underlying data changes while a recipe is open (for example, a new source finishes importing), the result dims to show it's stale rather than disappearing, so you know to re-run it.

Next step

Recipes are great for questions you'll ask often. For anything else — or to dig deeper into a specific number — try asking questions about your data in chat.