Assistant in MyLife

Ask about your spending, tasks and habits in plain words, or ask it to log an expense, a task or a meeting. Every action it takes can be undone with one button.

7 min read
Contents
Step 1

What it is

A chat inside MyLife that sees your records and can add new ones. The assistant runs on Claude by Anthropic and is available on iPhone, iPad, Mac, Android and in the web app.

  • Answers from your data: it finds the right records and does the math itself.
  • Logs things for you in one sentence: an expense, a task, an event, a habit, a goal with stages.
  • Shows the result as a card with an “Undo” button under each action.
  • Chat history is shared across all devices. If you come back within two hours, your last conversation continues.
  • Replies in the language you ask in: English, Russian, German, French, Spanish, Italian, Chinese.
Chat with the assistant: a question about café spending in September, an answer with the total, and a $5 coffee logged as an expense card
A conversation with the assistant
Step 2

Where to open it

You need to be signed in and have “AI features” turned on in settings. The first time you open it, the assistant asks for your consent to data processing.

  • 📱

    iPhone, iPad, Mac

    The round button on the left of the bottom bar, or above your profile in the sidebar on iPad and Mac. Also: a quick action on the app icon, the Navigation and My Day widgets, a Control Center button and the Siri command “Ask MyLife”.

  • 🤖

    Android

    The round button on the left of the bottom bar and a quick action on the app icon.

  • 💻

    Web app

    The button at the bottom right, labeled for the page you're on, for example “Ask about this goal”. On a narrow screen it's a circle in the bottom bar. The Assistant section in the menu shows all your conversations.

From a record: the assistant button is on the task, goal, debt, day result and Budget Plan screens. The chat opens with that record, so you can ask about it right away: “Break this goal into stages”, “How much do I still owe?”. A new empty goal has a “Break it down with the assistant” banner.

Step 3

What to ask

The assistant sees your tasks, habits, goals, calendar, finances, Budget Plan, debts, subscriptions, day results and XP.

How much did I spend on cafés in September? Compare my spending with last month What do I have tomorrow? Which tasks have I been putting off? How did my habits go this week? How much do I owe in total? Am I on track with this month's plan? When did I write about the move in my day results? How much do I pay for subscriptions?
  • Finances: it breaks them down by category, life area, account, tag, month and author, including shared group accounts.
  • How to use the app: it can explain that too, since it has access to this help center.
Step 4

What it can log for you

Talk to it like a person: “Coffee $5”, “Call with Anna tomorrow at 10”, “Remind me to buy a gift for Mom on Friday”.

  • 💳

    Finance

    Expenses, income and transfers with a category, account, tags and note, editing expenses, new categories. Expenses and income on shared group accounts.

  • ✅

    Tasks

    A task with a due date, repeat, priority and reminder, in the right list and section. Subtasks, checking off and rescheduling. New lists and sections.

  • 📅

    Calendar

    Events with a repeat, color, link and reminder, and editing them.

  • 💧

    Habits

    A new habit, changing its days and time, checking it off.

  • 🎯

    Goals

    A goal with stages and tasks right away, or stages and tasks for an existing goal.

  • 🤝

    Debts

    A new debt and a debt payment. If the debt is linked to an account, a transaction appears in your wallet too.

  • 📋

    Budget Plan

    Builds a monthly plan from your past spending, adds, changes or removes a row.

    PRO
  • 🌙

    Day results

    A rating, text and gratitude for today or a past day.

    PRO
⭐
The assistant follows the same rules as the app. Only with PRO will it set a time and duration for a task, add a time, reminder and counter to a habit, log a transaction with a future date, and create more than 4 habits, 4 debts, 6 lists or 4 sections in a list.
Step 5

Undo and checks

The assistant logs things right away, without extra questions. If it gets something wrong, every action card has an “Undo” button.

  • Undo is precise: what was created is deleted, what was changed goes back to how it was, a check mark is removed. Other records in the conversation stay untouched.
  • No time limit: you can undo the next day too, from the chat history. Each action can be undone once.
  • Undo doesn't use up questions, but it only works with AI features turned on.

The assistant asks first if:

  • the record might duplicate or replace an existing one;
  • the amount looks odd for that account, like an extra zero;
  • it's unclear who owes whom;
  • you ask to rebuild the plan without saying which rows to remove.
Step 6

Voice input

Every platform has a microphone button in the input field. The recognized text isn't sent automatically: you can edit it first.

  • 📱

    iPhone, iPad, Mac

    The system does the recognition. The first time you tap it, the app asks for access to the microphone and speech recognition. Recording stops on its own after a minute.

  • 🤖

    Android

    The phone's speech recognition, stops when you pause. If your phone has no recognition service, the button won't appear.

  • 💻

    Web app

    The browser does the recognition: the button is available in Chrome and Safari, but not in Firefox.

Step 7

How many questions per day

Without a subscription the assistant answers 3 questions a day, with PRO 50. Only questions where the assistant used your data count: searched, calculated or logged something.

  • Not counted: follow-up clarifications, answers that didn't use your data and questions that ended with an error.
  • A rolling day: each question comes back 24 hours after you asked it. There's no reset at midnight.
  • How many are left the assistant will tell you when you're running low.
  • There's also a monthly cap. Once you hit it, the assistant says “You're out of questions for this month”.
  • In a long conversation the assistant will suggest starting over: it answers more accurately in a new chat.
Step 8

What it can't do

These limits are intentional.

  • It doesn't delete records, except Budget Plan rows. If you ask it to delete something else, it explains how to do it manually.
  • It doesn't see notes or the life area balance.
  • It doesn't create or change subscriptions, income after it's logged, or the debt itself. It can only read subscriptions.
  • It doesn't move money between your own account and someone else's shared one.
  • It doesn't write essays or code: it answers everyday questions briefly and otherwise sticks to your life in MyLife.
Step 9

Data and privacy

To answer, the assistant needs context: your question, the last messages in the conversation, the records it found and the names of your accounts, categories and lists.

  • Where data goes: requests go through the MyLife server in Europe to Anthropic. The relay server doesn't store the content. Models aren't trained on this data.
  • History is stored in your MyLife account. A deleted conversation is erased completely.
  • Consent is given separately and withdrawn with the “AI features” switch, which is in the app settings on iPhone, iPad, Mac and Android. The web app has no switch: the setting is shared across your account and applies there too. If you turn it back on, you'll be asked for consent again.
  • Text inside your records is treated as data, never run as commands.
  • You can hide the section in the section settings if you don't need the assistant.
🌅
The morning brief on Main and AI finance analysis work separately: they are features of the iPhone, iPad and Mac app with their own consent. They don't count toward assistant questions.
FAQ

FAQ

Which devices have the assistant?
iPhone, iPad, Mac, Android and the web app. Your chat history is shared across all devices signed in to your account.
How many questions can I ask?
3 a day without a subscription, 50 with PRO. Only questions where the assistant used your data count. Each question comes back after 24 hours.
How do I undo something the assistant logged?
Tap “Undo” under the action card. There's no time limit: you can undo later from the chat history too.
Is there voice input?
Yes, a microphone button in the input field on iPhone, iPad, Mac, Android and in Chrome and Safari. The text isn't sent automatically, so you can edit it.
Can the assistant delete a record?
No, except Budget Plan rows. Delete the record in the app, and the assistant will tell you where.
Does the assistant see my notes?
No, it has no access to notes.
Why can't I find the assistant in the app?
You need to be signed in and have “AI features” turned on in settings. The Assistant section may also be hidden in the section settings.
What model does the assistant run on?
Claude by Anthropic. Requests go through the MyLife server in Europe, and models aren't trained on your data.
Read next

Ask it about your data

Start simple: “How much did I spend this week?” or “Log coffee $5”.

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