Briefings & Notifications
The morning check, delivered.
Every morning I open one screen and read three numbers: cash outlook, real net worth, and what is due. Thirty seconds. Then I close it.
Once a week the ledger writes to me instead: the completed week and the outlook, in my inbox before I think to look. Here is what arrives.
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Free trial for first-time customers; if your organization has subscribed before, the paid plan starts at checkout. Renews automatically until you cancel in Settings. Taxes may apply.
What the week did, and what comes next.
It is not a newsletter. It is your ledger, once a week, telling you what happened and what it thinks comes next, computed from the same rows as the dashboard, transfers excluded, in the currency you think in.
- The completed week: what came in, what went out, and what it was for.
- The Cash Outlook frozen at send time, with the same assumptions the dashboard shows.
- A few items worth a look, drawn from your own ledger.
My own ledger, September 2026
- live accounts
- 66
- live bank connections
- 20
- institutions on three continents
- 18
- currencies, one net worth
- 4
- credit cards
- 36
- internal transfer pairs caught
- 97
- transactions, back to May 2012
- 5,410
- receipts on file
- 1,017
- recurring payments tracked
- 54
On your day, at your hour, in your time zone.
A briefing is only useful if it arrives when you would actually read it. Mine comes early in the week, before the dashboard, so the week starts with the facts instead of a feeling.
- Pick a weekday and an hour once in Settings. Every preference saves as you change it.
- Delivery follows the time zone you set, daylight saving included.
- Turn it off in Settings with one switch, or from the link in any briefing, which asks you to confirm once so a link scanner in your mail client cannot unsubscribe you by accident.
Your inbox, your call.
Inbox previews show up on locked screens, in meetings and on shared laptops. Summary mode was built for exactly that: the shape of the week without a single number in the message. Switch to exact when you want the figures in the letter itself.
- Summary mode keeps every amount out of the email and describes the week in words.
- Exact mode adds the figures, a forecast chart and accessible forecast values.
- Either way, the archive behind the link is private and needs your sign-in.
Two modes, your choice
- Summary
- “Cash flow was positive for the completed week. Your outlook remains steady.” The shape of the week in words, and not one amount in the message.
- Exact
- The same week with the figures, the forecast chart, and the forecast values written out for screen readers.
- Either way
- The archive behind the link is private and needs your sign-in. The unsubscribe link is in every message.
Frozen, so Monday stays Monday.
Each briefing links to a private archive that keeps the week exactly as it was sent: the completed week, the outlook, the notes, and the date the data ran through. The live dashboard moves on; the archive does not. From the archive, Ask Quaestor opens with that reporting week already in context, read-only: it explains the frozen briefing, it does not rewrite it. Archives are kept for about three months.
What “notifications” means today
One email, once a week, and only if you turn it on. Nothing else arrives on its own: no nudges, no “we miss you”, no marketing dressed up as a notification. The briefing comes with an active trial or subscription, and it stops the moment you say so.
Frequently asked questions
- Can I choose when it arrives?
- Yes. Pick a weekday and an hour once in Settings. Delivery follows the time zone you set there, daylight saving included, and every preference saves as you change it. Sunday evening before the week starts, Monday with your coffee, whatever the morning check is for you.
- Do the amounts have to be in the email?
- No. Summary mode keeps every amount out of the message and describes the completed week, the outlook and the items worth a look in words, for inboxes that show up on locked screens and shared laptops. Exact mode adds the figures, a forecast chart and accessible forecast values. In either mode the archive behind the link is private and needs your sign-in.
- What happens to a briefing when my ledger changes?
- Nothing. Each briefing links to a private archive that keeps the week exactly as it was sent: the completed week, the outlook, the notes and the date the data ran through. The live dashboard moves on; the archive does not, so what you read on Monday stays what was true on Monday. Archives are kept for about three months.
- Can the assistant explain a briefing?
- Yes. From the archive, Ask Quaestor opens with that reporting week already in context. It explains the frozen briefing and its assumptions, read-only, and if you ask how things look now it fetches today’s outlook separately and says which is which. It never quietly swaps today’s numbers into last week’s letter.
Keep exploring
Let the ledger do the morning check for you.
7 days free, then $12.99 a month or $89.99 a year. Card required, cancel anytime before your first payment.
Free trial for first-time customers; if your organization has subscribed before, the paid plan starts at checkout. Renews automatically until you cancel in Settings. Taxes may apply.