Insights

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Overview

Insights are short, actionable observations about your finances that Sure generates nightly. Each insight spots a pattern or event in your data — a spending anomaly, a milestone crossed, a budget running over — and writes a plain-language summary so you understand what changed and why. Insights appear in the dashboard feed.

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Insight types

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Priority

Each insight carries one of three priority levels:

• High — requires prompt attention (e.g. significantly over budget)
• Medium — worth reviewing soon
• Low — a gentle nudge (e.g. idle cash)

The dashboard feed and API response order insights by priority first, then by recency.

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Statuses

active and read insights appear in the feed. Acknowledged insights can be unacknowledged — this restores them to read without treating them as new.

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Dashboard feed

The dashboard shows the three highest-priority, unacknowledged insights. Clicking an insight marks it read. Dismissing it marks it acknowledged.

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Requirements

Insights are a preview feature. You must have preview features enabled in your account settings for insights to appear in the API or in the native app.

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API access

You can read your family’s insights via the API:

• GET /api/v1/insights — list all visible insights

Push notification device tokens are managed separately:

• POST /api/v1/push_subscriptions — register a device token
• DELETE /api/v1/push_subscriptions/{id} — unregister a device token