# Get insights about your expenses from your AI

> Your AI reads your longbook and leaves short notes on the cards they concern. longbook shows each note beside its card and gathers them all on one screen.

- Page: https://longbook.app/features/get-insights-about-your-expenses-from-your-ai/
- Group: Automations & AI
- Platforms: iPhone and Mac

## On the screen

**Insights** on iPhone and Mac: every note your AI has left, grouped under Dashboard, Accounts and Members. Each note names the card it sits on and has a cross to remove it.

![The Insights screen of longbook on iPhone: the notes an AI has left on the dashboard, an account and a member.](https://longbook.app/features/img/iphone-insights.jpg)

![The Insights screen of longbook on Mac: the notes an AI has left on the dashboard, an account and a member.](https://longbook.app/features/img/mac-insights.jpg)

## What it does

### A note on the card it concerns

A note sits on a dashboard card such as **NEXT COMMITMENT**, **TOTAL EXPENSES** or **CATEGORIES**, or on the card of one account or one member. A speech-bubble mark beside the card's title opens it.

### Every note in one place

**Insights** lists every note by area. A note on an account or a member opens the Accounts or Members screen. The cross beside a note removes every note left for that card.

### Notes from your AI alone

longbook never writes a note itself. Notes are kept in a file named insights.json in your longbook folder, and each card shows the latest note left for it.

## Why it exists

A total shows how much; it does not say which charge made the difference, or that a payment moved to another account. An AI that reads the whole record can say so in a sentence. longbook keeps that sentence beside the card it explains.

## Questions

### Does longbook generate insights itself?

No. longbook draws the figures on each card; every note comes from an AI you connect, such as Claude or ChatGPT, through longbook's MCP server. The setup is on [Automate longbook with Claude](https://longbook.app/features/automate-longbook-with-claude.md).

### Do notes wait in Changes?

No. A note changes no commitment or charge, so it goes to its card without a review. A note left through the hosted connector at `longbook.app/mcp` reaches its card the next time longbook is open and signed in.

### What if the AI has nothing to say?

Then no mark appears. A card shows the mark only when a note exists for it.

## Related features

- [Automate longbook with Claude](https://longbook.app/features/automate-longbook-with-claude.md): Claude reads your longbook and keeps it up to date through longbook's MCP server.
- [Get spending insights](https://longbook.app/features/get-spending-insights.md): The next payment, the month's total expenses, and the split by account and by category.
- [Review every change your AI makes](https://longbook.app/features/review-every-change-your-ai-makes.md): Every row your AI, Siri or an import writes shows in Changes, to keep, edit or undo.
- [All features of longbook](https://longbook.app/features.md)

## About longbook

longbook is a memory for your financial commitments: subscriptions, insurance, rent, loans and every other payment that comes back. It runs on iPhone and Mac and keeps its records as plain files in your own iCloud.

The next payment stays in view on the iPhone widget and in the Mac menu bar. Your AI can read your longbook and update it through longbook's MCP server, and every change it makes shows in Changes, to keep or undo.

- Download for Mac: https://testflight.apple.com/join/g66Nd3Na
- Download for iPhone: https://testflight.apple.com/join/g66Nd3Na