How Do I Get Started with Penny?

Penny is Yeeld's AI financial assistant, designed to help you better understand your money.

Whether you want to explore your spending, learn more about your finances or discover features available within Yeeld, Penny is always ready to help.

There's nothing to install or configure—simply open Penny and start chatting.

Who Is Penny?

Penny is your personal AI companion inside the Yeeld app.

She can help you:

• Understand your spending habits.
• Explore your income and expenses.
• Answer questions about your accounts.
• Explain Yeeld features and products.
• Help you discover ways to manage your money more effectively.

The more you interact with Penny, the more valuable she'll become as your day-to-day financial companion.

How Do I Open Penny?

Getting started only takes a few seconds:

1. Open the Yeeld app.
2. Tap the Penny button in the centre of the bottom navigation bar.
3. Start your conversation.

No additional setup is required.

What Can I Ask Penny?

You can ask Penny questions such as:

• "How much did I spend last month?"
• "What did I spend on eating out?"
• "How much have I saved this year?"
• "How are my spending habits changing?"
• "What investment products are available?"
• "How can I improve my finances?"

Simply ask your question in natural language, just as you would when speaking to another person.

Is Penny Available to Everyone?

Penny is available to all Yeeld users.

Some advanced AI capabilities and actions are available as part of Yeeld Companion, while Yeeld Connect users can still ask questions, explore their finances and benefit from Penny's insights.

In Summary

Penny is Yeeld's AI financial assistant, helping you understand and manage your money through simple, natural conversations.

To get started:

• Open the Yeeld app.
• Tap the Penny button.
• Ask your first question.

It's that simple.