Net Worth
$—
Assets
$—
Liabilities
$—
Accounts
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Retirement
$—
Taxable
$—
Liquid Cash
$—
Debt
$—
Accounts
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Spending by Category 90 days
Category Breakdown 90 days
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Recent Transactions
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Spending History 12 months by category
Connections linked institutions · health · manage via Plaid
Checking connections…
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Income
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Categories spent vs allocated · tap a row to see its transactions
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Transfers to review
Venmo / Zelle / PayPal. If one reimbursed a shared expense, assign it to that category — a credit subtracts from that category's spend.
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Uncategorized
Assign each to a budget category — choosing one can also create a rule for that merchant.
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Excluded transfers · card payments · income
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Spending by category Plaid's own categories — no budget lines here
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Breakdown
Transactions
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Categories to plot pick any combination
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Portfolio Rebalancer
Connect an investment account to see rebalancing
Portfolio Allocation
Investment Holdings
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Budget categories edit amounts · TRANSFER = funded by a matching transfer out
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Expected income monthly take-home per person
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Your merchant rules
Saved when you tap “Always…” on a transaction. Applies to every transaction from that merchant.
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Your transaction overrides
One-off category picks. These beat every rule — if a category looks stuck, clear it here.
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Built-in rules from categorization.json · read-only here
Where things are stored: