Dashboard
Total Balance
$—
across all accounts
AssetsOwed
Assets
$—
Debt · Total Owed
$—
Assets vs Debt
AssetsDebt
Live · last updated just now
Bills
Loading…
Expenses by Categorylast 30 days
Recurring—
Detecting…
Add manual item
Trends
How your finances change over time — each chart has its own range
Loading trends…
Monthly
Income and expenses by month — click a month for daily detail
Months—
| Year | Month | Txns | Income | Expenses | Net |
|---|
Income vs Expensesby month
Calendar
Your spending pattern, day by day
Total Spent
$—
—
Daily Average
$—
—
Highest Day
$—
—
No-Spend Days
—
days saved
—
—SunMonTueWedThuFriSat
Less
More
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
—Categories
Spending by category, by month
Total spend
$0
—
All Categories—
Budgets
Monthly budget per category — edit any amount
Goals
Savings goals — set a target, track progress
Net Worth
Everything you own minus everything you owe
Total Net Worth
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—
Assets
—
cash + manual items
Liabilities
—
credit + loans
Assets—
Liabilities—
Recurring
Every recurring expense, with its own history
Active Recurring Streams per Month—
Income vs Expenses
Side-by-side monthly comparison with net difference
▲ Income
$0
—
—
▼ Expenses
$0
—
Income Sources$0
Expense Categories$0
Net Difference — last 6 months
Credit Cards
Balances, utilization, and payoff planning
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| Date | Description | Category | Amount |
|---|
Balance vs Available
Pay Off This Card
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Monthly payment
Debt-free in—
Payoff date—
Total interest paid—
vs minimum only—
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 |
|---|
Settings
Profile, plan, banks, and preferences