How Monitors Work

Monitors are checks Frank runs across your financial life to identify risks, opportunities, important changes, and other things that may need your attention.

Think of it like the multi-point inspection a mechanic performs on your car. The difference is that Frank keeps checking in the background instead of waiting for you to come in.

Some monitors use information from connected accounts, while others rely on details you add to Frank, such as your credit score, income, goals, or other financial information. The monitors available to you depend on the information Frank has about your finances.

As you connect accounts and add more information, additional monitors may become active.

You can see all of your monitors and their current status on the Health page.

Monitor Statuses

Each monitor will show one of three statuses:

1. Healthy: Everything looks good based on what Frank is monitoring.

2. Actionable: Frank found something you may want to review.

3. Inactive: Frank needs additional information before this monitor can run.

Monitor Details

Select any monitor from the Health page to see more information about what Frank is monitoring.

Depending on the monitor, you may see:

• Its current status

• What Frank found

• Frank’s recommendation

• The accounts or transactions involved

• The criteria used to evaluate the monitor

• Information you can add if the monitor is inactive

When a monitor finds something that may need your attention, Frank creates an alert and provides recommended next steps so you can decide what to do next.