Open Hugo’s tips to see the monthly recap and any offers tailored to the available financial context.
When a recap appears
A new recap is generated automatically after you complete a monthly closing. Before the first close, the page explains what will become available.
The recap compares the completed month with prior context and highlights a short reflection on your financial situation.
Rating
Use the heart, helpful, or not-helpful control below the recap. A rating can be submitted once and cannot be changed afterward.
Limitations
The content is generated by AI and may contain errors. It is not financial advice or an investment recommendation. Verify important numbers in the underlying accounts, assets, liabilities, income, and expenses.
Availability depends on the platform setting and plan. On the Free plan, the monthly AI recap can appear behind a Premium upgrade screen.