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Overview

Net worth

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Upload transactions or connect Plaid to calculate your net worth.

Net worth trend

Last 9 months

Load account data or sync to start your net worth history.

Monthly cash flow

Load transactions to see this month's cash flow.

Account snapshot

Balances across accounts

Load account data to see balances.

Savings goals

Track progress toward targets

Add a goal to track emergency savings, vacations, or a down payment.

Asset allocation

Share of assets before credit card debt

Load account balances to see your asset mix.

Recent activity

Last 10 transactions

Load transactions to see recent activity across accounts.

Spending

Total spending

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Load transactions to see your spending this month.

By category

Current month

Load transactions to see spending by category.

Cash flow

Current month

Load income and spending to see this month's cash flow.

Transactions

Review and fix how transactions are grouped

Transactions —

Engine —

Data source —

Last run —

Categorized transactions

Date	Description	Amount	Account	Category	Group	Budget	Source	Conf.

No transactions loaded. Connect Plaid or upload a CSV.

Subscriptions & recurring

Subscriptions & recurring

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Recurring only — not total spending

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Load transactions to detect recurring charges across your accounts.

Active recurring

No items in this view.

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Due —

No recurring charges due this day.

No recurring charges projected this month.

Credit Card

Total owed

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Connect a credit card through Plaid or upload card transactions to see your balance.

Balance trend

Amount owed over the last 6 months

Card transactions will show how your balance has changed.

This month

Charges and credits

No card activity recorded this month.

Linked cards

Current balances from Plaid or imported accounts

No credit card accounts connected yet.

Account transactions

Connect a credit card through Plaid or upload transactions to see recent activity.

Checking

Total checking

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Upload a transaction CSV or connect Plaid to load your balance.

Balance trend

Upload checking transactions to see your six-month balance trend.

Upcoming bills

Next 7 days

No recurring bills due in the next 7 days.

Account transactions

Upload checking transactions to see recent activity.

Savings

Available savings

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Upload a transaction CSV or connect Plaid to load your balance.

Balance trend

Upload savings transactions to see your six-month balance trend.

Recent transfers

To and from checking

Upload savings transactions to see transfers.

Interest earned

Year to date

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No interest payments recorded yet this year.

Account transactions

Upload savings transactions to see recent activity.

Investments

Total investments

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Upload a 401(k) or brokerage snapshot in Settings to load your balance.

Upload a 401(k) CSV or PDF in Settings to load your summary.

Upload a Fidelity balance CSV in Settings to load your brokerage snapshot.

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Finance Dashboard

Sign in

Use your Google account to access your personal finance dashboard, transactions, and account summaries.

Continue with

Google sign-in is not configured yet. Add credentials to your .env file.

Sign in with Google. Sessions expire after inactivity or after a maximum lifetime.

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Finance Dashboard

Access Restricted

Your account is not currently authorized to access this application. If you believe this is an error, contact the administrator.

Google verified your identity, but this email is not on the access list.

Settings

Appearance

Link Your Financials • Plaid

- Toggle connected button to disconnect and re-connect accounts

File upload

- Toggle connected button to disconnect and re-connect files

No uploaded files yet.

Upload History ›

No uploads yet.

account: —

Map CSV columns

Date Description Amount style Amount Debit Credit Account column Default account (if no column) Category (optional)

Sample rows

Where does this go?

Destination

Assign transactions to an account

Account Checking Savings Credit card

Sample rows

Confirm import

Clear all data?

This disconnects linked banks and removes uploaded files, transactions, and cached imports.

Add savings goal

Name Type Target amount Target date

Enter a target amount and date to see your paycheck plan.