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Geldee distinguishes recorded information from complete evidence. An available record does not prove the full financial picture is known.

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Missing is not zero

Unknown amounts, dates and balances remain null or unavailable. An empty result can mean missing permission, selected-account restrictions, no recorded data or incomplete history. It does not automatically mean zero activity.

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Check the right date

A response generation time only tells you when the response was built. It is different from a bank sync time, transaction date or asset valuation date. Read the source dates before claiming a balance is current.

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Use the reporting calculation

Canonical summaries preserve Geldee’s treatment of transfers, refunds, splits, exclusions and covered months. Adding original bank rows can produce a different answer. Use monthly and trend summaries for financial comparisons. Use individual rows to explain the supporting records. Read every result page before claiming to have found every match.

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Respect eligibility

Partial records can answer a question about those specific records. They cannot automatically support an average, a full trend or personalized advice. When a result reports missing evidence or blocked eligibility, describe the gap and its suggested next step.

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AI explanations

A connected assistant can make mistakes or calculate its own scenarios. Those scenarios are not automatically verified Geldee calculations. Ask it to state assumptions and distinguish its reasoning from returned facts.