Ask about your money in plain language.
Ask Adviser what changed, where money went, or what deserves attention next.
Its guidance is grounded in the financial history you have organized in Clover, so the answer starts with your actual situation.

See the pattern behind the total.
Break down money by category, merchant, account, or time period whenever a balance alone does not explain enough.
Compare what changed and trace the movement back to the transactions behind it.
