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Track your properties, manage expenses, and grow your portfolio with PropZy.
Track your properties, manage expenses, and grow your portfolio with PropZy.
AI-generated plain-language summaries of your personal budgeting data with actionable insights.
Budget narratives are AI-generated plain-language summaries of your personal budgeting data. The AI analyses your budget settings, spending patterns, and savings goals, then writes a clear summary explaining how you're tracking against your targets.
This feature is available on all plans.
When you view the personal budgeting page, the AI analyses your budget configuration and portfolio data to generate a narrative summary. This covers:
The budget narrative appears alongside your standard budgeting charts and progress indicators. It translates the numbers into everyday language so you can quickly understand your financial position.
For example, the narrative might tell you: "You're currently 15% ahead of your savings target for this month, largely thanks to consistent rental income from your portfolio. Consider reviewing your insurance expenses, which have been trending upward."
The narrative refreshes automatically as your budget data changes, ensuring it always reflects your latest financial picture.
Get personalised strategy recommendations for your portfolio: