3.8 Inquire about user's spends

This topic provides the systematic instructions for business users to inquire about their spends under a particular category or sub-category using the Chatbot.

To inquire about spends:

  1. Perform one of the following actions:
    • Type a question to inquire about the spends under a particular category/sub-category for a particular period, and press Enter.
    • Tap on the Spends optionin the help menu, and then tap Send.
  2. The Chatbot prompts you to provide OTP sent to your registered mobile number for authentication.
  3. Enter the OTP received on the mobile and press Enter.

    Figure 3-11 Spends Inquiry- Category wise



    The application displays the spending in a pie chart with Category Name, Percentage Spent, and Amount for each category.

    The application prompts you to click on Category Name getting displayed at the bottom for further bifurcation under the sub-categories.

  4. Click on Category Name.
    The application displays the bar chart with spend for each Subcategory Name and Amount.

    The application prompts you to click on Category Name to view the transaction under each category.

    Figure 3-12 Spends Inquiry- Sub Category wise



  5. Click on the Category Name.
    The application displays the transactions under the category.