Yes — once you've started tracking income (the Income (Beta) tab), the chat answers questions across the same conceptual surface as our specialized reports.
Income (Schedule C / T2125 basis)
- "How much income YTD?" — totals exclude Schedule B (interest/dividend), tax refunds, and security deposits, mirroring how year-end reports route them
- "Income by source" / "by month" / "by payment method" / "by category"
- "Revenue this quarter"
Tag-prefix shortcuts — one phrase, the chat knows the tag prefix
- "Rental income by property" → reads
Prop – *tags, breaks down per property, excludes security deposits - "Client income by client" → reads
Client – *tags, per-client breakdown - "Wedding income" → reads
Wedding – *tags
Schedule B & non-taxable items (drill into what generic "income" excludes)
- "Interest income this year" — Schedule B Line 1 / T5
- "Dividends YTD" — Schedule B Line 5 / T5
- "Tax refunds this year" — federal vs state, with Schedule 1 Line 1 nudge for US users who itemized last year
- "Security deposits this year" — flagged as not-taxable (tenant funds)
Profit & Loss
- "Am I profitable this year?"
- "Net income last quarter"
- "What's my margin?"
- "P&L for Q1"
Per-Tag P&L (per-client, per-property, per-event)
- "Per-tag P&L this year"
- "Profit by client" / "Profit by property"
For per-tag P&L to be meaningful, tag your income and expenses with matching labels (e.g. "Smith Wedding", "Prop – Brooklyn"). The chat groups both sides by tag and shows revenue, cost, profit, and margin per bucket. Default scope is year-to-date if you don't specify a date range.