What Account Information Can Penny See?

Penny is designed to understand your finances, so you don't have to search through statements or hundreds of transactions yourself.

You can simply ask a question in plain English, and Penny will search your financial information to find the answer.

Whether you're looking for a recent purchase, checking an account balance or trying to remember where a payment came from, Penny is here to help.

Ask Questions Naturally

You don't need to know where the information is stored or which screen to open.

Simply ask Penny questions like:

• "What do I have in my Revolut account?"
• "What was my balance six weeks ago?"
• "Where does my mortgage come out of?"
• "When did I last spend money at Costa?"
• "How much did I spend on fuel this month?"
• "Which account pays my Netflix subscription?"
• "What was my biggest purchase last month?"

Penny searches your financial information and gives you the answer in seconds.

What Can Penny See?

Depending on the accounts you've connected and the Yeeld products you use, Penny can understand information such as:

• Account balances.
• Transaction history.
• Income.
• Spending.
• Regular payments and subscriptions.
• Merchant names.
• Spending categories.
• Transfers between accounts.
• Savings activity.
• Investment product information.

This allows Penny to answer detailed questions about your finances without you needing to search manually.

Find Information Instantly

Instead of scrolling through months of transactions, Penny lets you search your finances as easily as using a search engine.

Whether you're trying to remember:

• Where you bought something.
• Which account a payment came from.
• How much something cost.
• When you last visited a particular shop.
• How your balances have changed over time.

Penny can quickly find the information you're looking for.

A Better Way to Explore Your Money

Penny doesn't just search transactions—she understands them.

Rather than simply listing data, she can explain what you're looking at, identify trends and answer follow-up questions, making it much easier to understand your finances.

It's like having a financial assistant that remembers every transaction, so you don't have to.

In Summary

Penny can help you explore your finances by answering questions about:

• Account balances.
• Transaction history.
• Income and spending.
• Regular payments and subscriptions.
• Merchant activity.
• Historical account information.
• Spending across connected accounts.

Simply ask Penny your question in plain English, and she'll do the hard work of finding the answer, helping you understand your finances faster and with less effort.