OpenBudget links your bank accounts through Plaid and gives Neotask's agent read-only access to balances and transaction history, so budgeting questions get answered directly from your real accounts instead of a spreadsheet you have to update by hand. Ask "how much did I spend on restaurants last month" or "what's my checking balance across all accounts" and the agent looks it up.
Ask the agent to break down last month's transactions by category across your linked accounts; it pulls the real transaction data from OpenBudget and gives you the totals without you opening a banking app.
No — the connection is read-only. It can see balances and transactions, not initiate transfers or payments.
Whatever US bank accounts you've linked through Plaid inside OpenBudget — nothing more.
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