CURRENT MONTH SPENDING
💳
$0.00
This Month
TOTAL NET WORTH
📈
$0.00
▲ +$0.00 this mo
LIQUID CASH RESERVES
🏦
$0.00
Checking & Savings Accounts
UNREVIEWED TRANSACTIONS
📥
0 Pending
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NET WORTH HISTORY (Past 90 Days)
No historical snapshots recorded yet.
BALANCE COMPOSITION
Total Assets:
$0.00
Total Liabilities:
$0.00
Liquid Cash Ratio:
0.0%
Accounts & Institutions
Account Type Balance Status
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Recent Transactions to Review 0
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Date Status Account Description Category Amount Notes Action
No unreviewed transactions found.
Pending Transactions (Holds / Authorizations) 0 Pending
FYI only • Not included in review queue until posted
Date Status Account Description Category Amount Notes
No pending authorization holds.
Showing 0 of 0 transactions
Date Status Account Description Category Amount Notes Action
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Snapshot Date:
Dates in US Eastern Time (ET)
Statement Breakdown Latest Snapshot

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Historical Snapshots
Snapshot Date Freshness Total Assets Total Liabilities Net Worth Liquid Reserves
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DATA AGGREGATION INTEGRATIONS

SimpleFIN Bridge

Not Connected

Connect your checking, savings, and credit card accounts securely via SimpleFIN Bridge.

DATA AGGREGATION INTEGRATIONS

Plaid

Link additional checking, savings, credit card, and investment accounts via Plaid. Each bank you connect is its own independent link — disconnecting one never affects the others.

No banks connected via Plaid yet.

DISCORD NOTIFICATIONS

Webhook Health Alerts & Daily Digest

ACCOUNT CLASSIFICATION & OVERRIDES

Account Settings

Map your connected financial accounts to standard categories (Checking, Savings, Credit Card, Investment, Loan) so your balance sheet and net worth statements calculate properly.

Account Name Institution Data Provider Current Balance Account Type (Balance Sheet Mapping) Status
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