Letting Nory create a budget or a goal
Nory can set up a budget or a savings goal for you, after your confirmation. Here is how to enable these guided actions and validate them with confidence.
Nory does not only give advice: it can take action and set up a budget or a savings goal for you. You always keep the final say, since every action waits for your confirmation. Here is how to make the most of it.
Nory prepares the action and presents it to you clearly, then you confirm it. Until you validate, nothing is created.
Before you start: allow writing
To create something for you, Nory needs write permission on the domain concerned (budgets or goals). Writing is disabled by default: enable it in Nory's permissions to let it act. You can disable it at any time.
Steps to let Nory create a budget
Enable writing for budgets
In Nory's permissions, allow writing for the budgets domain.
Phrase your request
For example: "create a reasonable outings budget for me given my spending".
Check the proposal
Nory displays the suggested category and monthly cap. Adjust if needed before validating.
Confirm
Validate: the budget appears right away in your Budgets section, with its progress bar.
Steps to let Nory create a goal
Enable writing for goals
Allow writing for the savings goals domain.
Describe your project
For example: "help me save for a trip this summer".
Refine the details
Nory proposes a name, a target amount and a deadline. Edit them to fit your project.
Confirm and track
Once validated, the goal appears with its progress and a target date simulator.
For the most binding actions, such as a deletion, Nory asks you for an additional confirmation. This is deliberate, to avoid any misstep.
If Nory cannot act
Nory proposes but does not carry out the action?
A budget or a goal created by Nory remains fully editable and deletable by you, as if you had created it yourself.
The detail of the settings that allow Nory to act.