How to Use Blueprint AI

There are three convenient ways to add transactions in Blueprint AI:

How it works:

1. Click "Scan Receipt" from the dashboard or Quick Add menu
2. Take a photo or upload an existing receipt image
3. AI analyzes the receipt and extracts all items automatically
4. Review the extracted information and make any adjustments
5. Confirm to save all items to your transactions

Pro tip: Make sure receipts are well-lit and text is clearly visible for best results.

How it works:

1. Click "Voice Input" from the dashboard or Quick Add menu
2. Allow microphone access when prompted
3. Speak your transaction naturally
4. AI converts your speech to text and extracts transaction details
5. Review and confirm the information

Example phrases:

• "I spent 32 dollars at the coffee shop this morning"
• "Paid 150 for groceries at Trader Joes yesterday"
• "Gas station 45 dollars today"

View all your transactions in one place with powerful filtering options.

Available actions:

• Search transactions by description or merchant
• Filter by date range, category, or amount
• Edit transaction details by clicking on any entry
• Delete transactions you no longer need
• View itemized details for receipt-scanned purchases

Organize your spending with categories. Blueprint AI includes default categories and allows you to create custom ones that fit your lifestyle.

Managing categories:

• Navigate to Categories from the sidebar
• Create new categories with custom colors
• Edit existing category names and colors
• Assign categories to transactions for better organization

Note: AI automatically suggests appropriate categories, but you can always adjust them.

Create, manage, and refine your professional resumes with AI assistance. Import your existing resume and use section-by-section AI editing to perfect your content.

Key features:

• Import your existing resume by pasting text
• AI automatically parses and structures your resume into sections
• Edit individual sections with AI assistance (make it more quantitative, shorter, etc.)
• Maintain your original resume format and structure
• Save multiple resume versions and set one as current
• Preview resumes before downloading
• Undo/redo functionality for section edits (including mobile support)
• Download as professionally formatted PDF

How to use:

1. Navigate to Office → Resume Builder from the sidebar
2. Click "Import New Resume" and paste your resume text
3. Review the AI-parsed sections and give your resume a title
4. Edit individual sections by typing revision requests in the section chat
5. Apply changes or try again until you're satisfied
6. Preview and download your polished resume

Generate tailored cover letters that reference your resume and align with specific job descriptions.

Key features:

• Select from your saved resumes
• Input job title, company name, and full job description
• AI generates a customized cover letter referencing your experience
• Edit and refine the generated content
• Save multiple cover letters for different applications
• Preview cover letters before downloading
• Download as PDF with proper formatting

How to use:

1. Navigate to Office → Resume Builder, then click "Cover Letter Builder"
2. Select which resume to base the cover letter on
3. Enter the job title and company name
4. Paste the complete job description
5. Click "Generate Cover Letter" and wait for AI to create it
6. Review, save, and download your customized cover letter

Create professional invoices for your freelance work or business with multiple input methods.

Key features:

• Manual entry for detailed invoice creation
• Voice input - describe your invoice and AI structures it
• Automatic invoice numbering and date tracking
• Add multiple line items with descriptions and amounts
• Configure your business settings (name, address, payment terms)
• Track invoice status (pending, paid, etc.)
• Download as professional PDF
• View all invoices and their status in one place

How to use:

1. Navigate to Office → Invoices from the sidebar
2. Set up your business information in Settings (first time only)
3. Click "New Invoice" to create an invoice
4. Choose manual input or voice input
5. Enter client details and line items
6. Review and save your invoice
7. Download and send to your client

Voice Input for Invoices: Simply describe your invoice naturally, like "Invoice for John Smith at Acme Corp for website development 2000 dollars and logo design 500 dollars."

Your dashboard provides a quick snapshot of your financial health with real-time charts and key metrics.

What you will see:

• Total income and expenses for the current period
• Net savings and spending trends
• Top spending categories
• Recent transaction activity
• Monthly comparisons

Visualize how money moves through your accounts with interactive flow diagrams.

Understanding the flow:

• See where your income comes from
• Track how money is distributed across categories
• Identify spending patterns and trends
• Filter by date range to analyze specific periods

When you scan receipts, individual items are tracked over time allowing you to see purchasing patterns and price changes.

What you can track:

• Frequently purchased items
• Price history for specific products
• Spending by product category
• Purchase frequency and trends

Generate comprehensive tax reports that organize your income and deductible expenses for easy tax preparation.

Tax features:

• Year-end income summaries from pay stubs
• Deductible expense categorization
• Tax withholding tracking
• Exportable reports for your accountant

Note: Mark categories as tax-deductible in the Categories section.