Start with a question
Ask about spending patterns, upcoming bills, or your financial snapshot.
DIME SHIELD / rose
Meet Rose, your AI budgeting assistant.
Ask about your spending, bills, and budget in a conversation. Review the details and decide your next step.
Meet Rose in the appTHE BIG PICTURE
Sometimes a question is easier than searching through several screens. Rose gives you a conversational starting point for exploring your spending, bills, goals, and financial snapshot.
Keep the context
Return to earlier conversations as your plan evolves.
Stay in charge
Use Rose’s responses as a starting point. Review the underlying information before making decisions.
01 / A CLOSER LOOK
Ask the question you actually have.
Start with something concrete: “What bills are coming up?” or “Which budget categories need attention?” A focused question gives the conversation a useful direction and helps you decide which part of your plan to review next.
- Ask about your financial snapshot.
- Explore changes in spending.
- Find a starting point for reviewing recurring expenses.
EXAMPLE CONVERSATION
Illustration only. Actual responses depend on your question and available data.
Which part of my budget should I review?
Start with the categories closest to their planned amounts. Open their transactions to see what changed.
02 / A CLOSER LOOK
Return to the conversation.
Your conversation history keeps earlier questions accessible. Open a previous thread to review its context, or start a new chat for a different topic. Text chat lets you ask at your own pace without needing a voice session.
- Start a fresh topic or revisit a thread.
- Ask follow-up questions for more detail.
- Use the original account and transaction views to check the answer.
03 / A CLOSER LOOK
A helpful perspective, with you in control.
AI responses can be incomplete or mistaken, especially when account data is delayed or a question lacks context. Check amounts, dates, and assumptions before acting. Rose supports your review process; it does not replace your judgment or a qualified professional.
- Confirm important details in the app and at your bank.
- Avoid sharing passwords or verification codes in chat.
- Make your own decisions about spending and payments.
EXAMPLE CONVERSATIONIllustration only. Actual responses depend on your question and available data.
Which part of my budget should I review?
Start with the categories closest to their planned amounts. Open their transactions to see what changed.
Not sure where to start?
Try one of these questions in your next Rose conversation.
What bills are coming up?
Which categories need attention?
How has my spending changed?
What recurring expenses should I review?
GOOD TO KNOW
Your questions, answered.
Where do I open Rose?
Choose Chat with Rose at the top of the desktop sidebar or from the mobile app menu.
Can I use text instead of voice?
Yes. Start a conversation and enter your question in the chat composer. Voice availability can vary by platform.
Will Rose make financial transactions for me?
The assistant is there to help you explore information. Confirm and carry out financial transactions through the appropriate bank or provider.