---
id: S02
name: Chat
purpose: Ask plain-language questions about one profile or several profiles at once
size: 1280x800
---

## Content and actions
- Context bar: chips for each profile in context (✕ removes), "+ Add profile" picker, "Export…" (CSV / JSON / Parquet for the profiles in context; one file per profile).
- Conversation: your questions right-aligned, answers left. Answers with several profiles show one column per profile, never a merged total across currencies.
- Transaction rows show original currency, rate (amber "@ rate" badge) and the charged amount. Unmasked vendors show the real merchant name; the descriptor (e.g. SQ*) is in the row details.
- Answers note any excluded statements ("needs review") with a link to S03.
- Any merchant name or category can be corrected inline ("Recategorize…"); the correction is saved on that profile and applied to future statements.
- Input at the bottom; Enter sends.
- The same conversation runs in any MCP client (Claude Desktop, Cursor); this screen is the built-in version.

## States
- Main: `screen.html`.
- Empty (profile has no statements): message "No statements yet" with buttons "Upload statements" and "Fetch from Gmail" (both lead to S03 / S04).
- Loading: answer bubble with "Reading 47 transactions…" and a stop button. Error: answer bubble "Couldn't answer that. Retry" with the reason in plain words.
- First run in a profile: three suggested questions as buttons.

## Notes and open questions
- Cross-currency totals need a rate policy; for now we show each currency separately and do not convert. Open: add an optional "convert at statement-date rate" view.

## Change log
- Initial design.