# Budgets & Reports

Use the Junovy Money connector to set budgets, track spending, and pull financial reports through your AI assistant.

### Working with budgets

Create and monitor budgets using natural language:

> "Create a monthly budget of €2,000 for marketing"

> "How much of my office supplies budget have I used this month?"

> "Am I over budget on any categories?"

The assistant will check your spending against your budget limits and flag anything that needs attention.

### Financial reports

Pull summary reports without opening the Junovy Money dashboard:

> "Give me a financial overview for January 2026"

> "Show my income vs expenses for the last quarter"

> "What are my top expense categories this year?"

Reports can cover any time period and can be broken down by category, customer, or vendor.

### KPIs and insights

Ask for key performance indicators:

> "What's my profit margin this month?"

> "How does this month's revenue compare to last month?"

> "What's my average invoice value?"

The assistant calculates these from your transaction and invoice data.

### Exporting data

While the connector is great for quick lookups and summaries, detailed exports (CSV, PDF) are best done through the Junovy Money web app at https://money.junovy.com. You can ask the assistant to point you there:

> "I need to export my Q1 transactions as a CSV"

### Tips

- Budgets are tracked per category. Make sure your transactions are categorised consistently for accurate tracking.
- The assistant can compare time periods: "Compare my January and February expenses."
- For complex financial analysis, consider using the data alongside Junovy Office spreadsheets via the Business Suite connector.

### Next steps

- Set up the Business Suite connector: [Files & Folders](../05-using-junovy-business-suite/files-and-folders)
- Having issues? See [Troubleshooting & Support](../06-troubleshooting-and-support/connection-issues)