Cite the inputs
Answers should name the bills, subscriptions, balances, goals, and planned items used in the calculation.
Prompt 17 implemented
Dragon Advisor preview
Dragon Advisor is planned as a budgeting assistant that explains calculations using your local entries. It should not be a generic chatbot, and it should cite the bills, balances, subscriptions, and goals behind its answer.
Sample advisor answer
Why is my safe-to-spend low?
Entries cited
Dragon Advisor should explain budget entries. It should not present output as financial advice or pretend to know data the user did not enter.
Advisor rules for the MVP
Explain the math
Safe-to-spend, cash-flow, and affordability answers should show the reasoning in plain language.
Stay grounded
If data is missing, the advisor should say what is missing and offer a next step instead of guessing.