you earn
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→
you've spent
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so you're
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—
→
you can spend today
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this month
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spending per day
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viewing
over daily budget
under daily budget
exception
daily budget target
tip: tap any day above to review it — confirm its transactions are categorized correctly and check you're on budget. a quick daily or month-end pass keeps your numbers honest.
exceptions
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analysis
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rentals · income & expenses
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portfolio
net worth
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cash projection
portfolio trajectory
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cash
investments
real estate / illiquid
cash floor
recurring · expenses
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| category | monthly | matches on | matched · all-time |
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recurring · income
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| source | monthly | matches on | matched · all-time |
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transactions
exceptions · months that differ from baseline
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search
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integrations
hosted build
this is the hosted preview. transactions live only in this browser, scoped to this url — export a json backup anytime from the data backup section. plaid auto-sync runs against a backend behind google sign-in + email allowlist; if you're not on the allowlist, use csv import below.
plaid · auto-sync ?
csv import ?
manual · works with empower, chase, bofa, schwab and most banks
drop a CSV in the transactions tab. zero credentials stored, the file never leaves your browser.
data backup ?
local-only · export / import json
danger zone
wipes every transaction, balance, rule, and (for signed-in users) disconnects all bank connections server-side. irreversible.
plaid backend health
status: …
env: —
last check: —
response time: —
registered users
—| status | name | signins | first signin | last signin | banks | last sync | |
|---|---|---|---|---|---|---|---|
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