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AI-Powered Assistant

Meet Master Oodle

Your household’s financial assistant. Ask questions about your budget, run cash flow projections, check goal progress, and manage incomes, expenses, and goals — all through natural conversation.

Free tier

Household overview

Available to all registered users. Get a bird's-eye view of your household finances.

01

Financial overview

See your full household picture — incomes, expenses, goals, and net position at a glance.

02

Household members

Review who belongs to your household and their roles.

Subscriber

Insights & projections

Dive deeper with reconciliation history, achievement tracking, and forward-looking projections.

03

Reconciliation history

Review past monthly reconciliations and how your actual spending compared to your plan.

04

Achievements

Check which milestones your household has unlocked and what comes next.

05

Item details

Drill into any specific income, expense, or goal to see its full configuration.

06

Cash flow projections

Project your household cash flow forward to see surpluses, deficits, and trends over time.

07

Goal completion forecast

Estimate when you will reach a savings goal based on your current budget trajectory.

08

Affordability analysis

Ask whether your household can afford a new expense and see the projected impact.

Subscriber

Manage through conversation

Create, update, and delete budget items without leaving the chat. Master Oodle confirms every change before saving.

09

Create items

Add new incomes, expenses, or goals through conversation. Master Oodle confirms details before saving.

10

Update items

Change amounts, frequencies, names, or dates on existing budget items by asking.

11

Delete items

Remove incomes, expenses, goals, or reconciliations. Master Oodle always asks for confirmation first.

How it works

Conversation, not commands

  1. 1

    Ask anything

    Type a question in plain language. "Can we afford a puppy?" or "Add a $200 grocery expense, weekly." Master Oodle understands natural financial questions.

  2. 2

    Tools retrieve your data

    Master Oodle selects the right tools to pull your household data, run projections, or make changes — all scoped to your household and permission level.

  3. 3

    Streaming response

    Answers stream in real time with formatted numbers, tables, and actionable next steps. Follow-up suggestions help you dig deeper.

Access levels

Tools scale with your plan

Everyone can chat with Master Oodle. The tools available depend on your account type.

Guest

General budgeting Q&A, no household data access

Free account

Financial overview and household member tools

Subscriber

Full access — projections, affordability analysis, and CRUD tools

Privacy & trust

Your data stays yours

We take data privacy seriously. Here is how Master Oodle handles your information.

Not used for training

Your conversations are never used to train AI models. Our provider processes data under strict API terms.

Scoped to your household

Master Oodle can only access data belonging to your household. No cross-household data leakage.

Deletable conversations

Delete any conversation at any time. When you delete your account, all conversation data is purged.

Transparent processing

We disclose exactly what data is sent, to whom, and why. Read the full details in our AI Usage policy.

For complete details on how AI features process your data, read our AI Disclosure.

Get started

Ready to chat with Master Oodle?

Create a free account and start asking questions about your household budget today.