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Money Helper

Ask money questions without giving up control

Use the built-in Money Helper for plain-language finance questions, or connect an MCP-compatible external client when you need one. Read tools answer questions; write tools prepare changes and wait for your review.

Create Free AccountSee Developer Docs
Plain-language questionsReview before changesScoped MCP toolsRevocable tokensLocal model option

Ask practical money questions

Money Helper can read scoped finance context so everyday questions stay tied to balances, forecasts, budgets, upcoming bills, spending breakdowns, and transaction history.

  • 'What are my account balances?' — account summary
  • 'How much did I spend on food this month?' — category breakdown
  • 'What bills are due this week?' — sorted by urgency
  • 'Am I on track with my budget?' — current status

Prepare changes, then review

Money Helper and external MCP clients can prepare expenses, income, transfers, and budget updates, but each write action shows a preview and waits for explicit approval.

  • 'Add $45 dinner at Sushi Palace' — expense prepared for review
  • 'Transfer $500 from checking to savings' — preview shown first
  • 'Set food budget to $600 this month' — budget change prepared
  • Every write operation requires explicit confirmation

Keep external access optional

Standard MCP protocol support is available when you want an outside client, while everyday users can stay inside BillForecast with Money Helper.

  • Built-in Money Helper for the normal app workflow
  • MCP-compatible clients when you choose external access
  • Scoped tokens that can be revoked from Settings
  • Client-specific setup kept in Developer Docs
  • Money Helper via a local LLM endpoint such as LM Studio when configured

Keep exploring BillForecast

Use related guides and solution pages to understand how budgeting, recurring bills, and forecasting work together.

Budgeting

Category setup, spending control, and practical budgeting workflows.

Open

Forecasting

Future balances, timing risk, and scenario planning.

Open

Recurring Bills

Subscriptions, scheduled obligations, and approval workflows.

Open

Debt Payoff

Balances, minimum payments, and payoff planning connected to cash flow.

Open

Irregular Income

Planning for freelance and uneven monthly cash flow.

Open

Developers

MCP integration, API tokens, and external client setup.

Open

Bulk Edit

Edit transactions, accounts, and recurring bills in the in-app spreadsheet. Google Sheets still available for external review.

Open

MCP Setup Guide

Step-by-step guide to connecting an external MCP client to BillForecast.

Open