WhatsApp tutorials

POQT WhatsApp Tutorials

A guided, real-message walkthrough of the most useful things you can ask POQT to do directly inside WhatsApp.

24 tutorials
Locale: en
Currency: USD

POQT

WhatsApp

I spent $53.90 on Uber today with PIX

POQT

Send amount + description. POQT infers category, subcategory, date, and payment method.

Type naturally: an expense, a budget, a question, or a reminder.

Start here

POQT works like a normal WhatsApp chat. Send one clear message and it turns your words into organized financial actions.

1

Open WhatsApp and start a chat with POQT.

2

Type naturally: an expense, a budget, a question, or a reminder.

3

Let POQT save it, answer it, or ask a follow-up when more detail is needed.

24 tutorials

Choose your goal

Daily tracking

3 tutorials

Record a single expense

Record a single expense

Exact WhatsApp message

I spent $53.90 on Uber today with PIX

What POQT does next

Send amount + description. POQT infers category, subcategory, date, and payment method.

Record an installment purchase

Record an installment purchase

Exact WhatsApp message

Bought a laptop for $4,800.00 in 10x on Nubank

What POQT does next

Mention total value + number of installments. POQT creates the installment plan once.

Record income

Record income

Exact WhatsApp message

Received $5,000.00 salary today

What POQT does next

Send amount and source. POQT records income and formats a concise confirmation.

Expense management

3 tutorials

Record multiple expenses at once

Record multiple expenses at once

Exact WhatsApp message

Uber $53.90, lunch $32.00, coffee $8.00

What POQT does next

Put several amount + description pairs in one message. POQT creates each expense and totals them.

Update an expense

Update an expense

Exact WhatsApp message

Change Uber to $60.90

What POQT does next

Name the expense and the new value. POQT uses fuzzy matching instead of requiring an ID.

Delete an expense

Delete an expense

Exact WhatsApp message

Delete the Uber expense

What POQT does next

Reference the expense by name. POQT resolves the matching item and confirms deletion.

Planning

5 tutorials

Create a monthly budget

Create a monthly budget

Exact WhatsApp message

Set a $1,200.00 budget for food

What POQT does next

Send category + limit. POQT creates the budget immediately and shows utilization.

Check budget status

Check budget status

Exact WhatsApp message

How much can I still spend this month?

What POQT does next

Ask what remains or how budgets are doing. POQT answers with usable remaining amounts.

Create a savings goal

Create a savings goal

Exact WhatsApp message

I want to save $10,000.00 for a trip in 6 months

What POQT does next

Send goal name + target amount + deadline. Relative deadlines become real dates.

Add money to a goal

Add money to a goal

Exact WhatsApp message

Saved $500.00 for trip

What POQT does next

Use saved, add, or deposited with amount + goal. POQT updates progress.

Check financial health score

Check financial health score

Exact WhatsApp message

What's my financial health score?

What POQT does next

Ask for financial health. POQT scores savings, budgets, debt, goals, and gives a top recommendation.

Accounts

6 tutorials

Add a credit card

Add a credit card

Exact WhatsApp message

Nubank 8000 closes 15 due 22

What POQT does next

Send name, limit, statement day, and due day in one message.

Add a checking account

Add a checking account

Exact WhatsApp message

Itau $3,500.00

What POQT does next

Send account or bank name + balance. POQT creates the account for balance tracking.

Create a recurring expense

Create a recurring expense

Exact WhatsApp message

Netflix $39.90 every day 10

What POQT does next

Send bill/subscription + amount + schedule. POQT infers category and creates reminders.

Confirm a recurring payment

Confirm a recurring payment

Exact WhatsApp message

Paid Netflix

What POQT does next

Say the bill was paid. POQT records it and schedules the next reminder.

List credit cards

List credit cards

Exact WhatsApp message

Show my credit cards

What POQT does next

Ask to see cards. POQT shows used/limit, utilization, close date, and due date.

View a card statement

View a card statement

Exact WhatsApp message

Show Nubank statement

What POQT does next

Ask for a specific card statement. POQT shows total, available credit, due date, and recent transactions.

Answers and exports

2 tutorials

Ask spending questions

Ask spending questions

Exact WhatsApp message

How much did I spend on food this month?

What POQT does next

Ask totals, lists, categories, or periods. Query agent answers with insights.

Export financial data

Export financial data

Exact WhatsApp message

Export my May expenses in Excel

What POQT does next

Say what data and format you want. POQT defaults to Excel if no format is given.

Habits and family

5 tutorials

Create a reminder

Create a reminder

Exact WhatsApp message

Remind me to pay rent tomorrow at 10

What POQT does next

Send reminder title + date/time. Relative dates use the user timezone.

List reminders

List reminders

Exact WhatsApp message

Show my reminders

What POQT does next

Ask for reminders. POQT lists scheduled reminders and their active/snoozed status.

Check the virtual pet

Check the virtual pet

Exact WhatsApp message

How is my pet?

What POQT does next

Ask about pet, achievements, streak, or summary. Gamification returns status.

Check achievements

Check achievements

Exact WhatsApp message

Show my achievements

What POQT does next

Ask for achievements. POQT shows unlocked badges and progress toward locked ones.

Create a family group

Create a family group

Exact WhatsApp message

Create family group Silva Home

What POQT does next

Send a specific group name. POQT creates the group and makes you admin.

Ready to manage money from WhatsApp?

Pick a plan, open POQT in WhatsApp, and use these examples whenever you need a shortcut.

Start with POQT

POQT

WhatsApp

Exact WhatsApp message

I spent $53.90 on Uber today with PIX

What POQT does next

Send amount + description. POQT infers category, subcategory, date, and payment method.