Dashboard
Live · just now
Net worth
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Assets
Debt
Credit utilisation—
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Runway
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Save rate
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Assetslast 30 days
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Expenses by Categorylast 30 days
Recurring—
Detecting…
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Trends
How your money moves — momentum, rhythm, and where it's going
Cash flowincome vs expenses
hover for any day
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Spending by category—
Account momentum—
balance and recent movement
Monthly
Income and expenses by month — click a month for daily detail
Month by month
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Income vs expenses
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Net Worth
Everything you own minus everything you owe
Total net worth
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Next milestone—
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hover for any day
Assets—
Liabilities—
Recurring
Every recurring charge, its cadence, and what's coming up
Active streams—
Select a streamdetail
Income vs Expenses
Side-by-side monthly comparison with net difference
▲ Income
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Net
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▼ Expenses
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Income—
Expenses—
Net difference — last 6 months
Income Sources—
Expense Categories—
Credit Cards
What you owe, what it costs, and how to pay it down
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Linked Banks
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Plaid Costs
Estimated API spend, updating live · every poll logged
Cost per day—
By productwindow total
Live call feed
waiting…
| Time | Endpoint | Product | ms | Cost |
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Categories
Where your money goes, by category
Categories
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All categories
Total spend across all categories
6 mo
Breakdown
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Calendar
Your spending pattern, day by day
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SunMonTueWedThuFriSat
Less
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income that day
Categorization Rules
Auto-categorize and tag transactions based on rules
How rules work
Rules run on every transaction in order of priority. The first matching rule applies its actions: set a category, add tags, or hide the transaction from totals. Use this to clean up Plaid's auto-categorization (e.g. "anything from AMZN over $50 → Shopping").
Active Rules
—Cash-flow Forecast
Projected checking balance from your recurring income and bills
Building your forecast…
Debt Payoff
Every card, two strategies, one debt-free date
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Subscription Watch
Price changes, payments that stopped, and what is new
Scanning a year of charges…
Settings
Profile, plan, banks, and preferences