Financial Dashboard
Synced from Plaid Production and stored in your database.
Net Worth
$0
Cash
$0
30-Day Spending
$0
30-Day Cash Flow
$0
Monthly Liquidity
Current month cash coverage
Cash Buffer / Shortfall
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Accounts
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Recent Transactions
Accounts
Balances persisted from Plaid.
Transactions
Every transaction starts Uncategorized. You choose the category.
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Budget
Switch between a monthly budget and a 12-month yearly view.
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Categories
Removing a category takes it off Budget and category pickers without changing historical transactions.
Create your own categories and disable ones you do not want to use.
Disabled categories stay on historical transactions but disappear from assignment dropdowns.
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13-Week Cash Flow
Projection based on current cash plus your monthly budget plan, including Income, Fixed, Flexible, and Non-Monthly categories.
Starting Cash
$0
Avg Planned Weekly Income
$0
Avg Planned Weekly Spending
$0
Week 13 Cash
$0
Import Monarch History
Preview first. Import keeps Monarch categories and prevents duplicate historical rows.
1. Choose Monarch exports
2. Preview
Choose your Monarch CSV files and click Preview Files.
3. Import Monarch Budgets
Loads the 2025 and 2026 monthly budget targets captured from your Monarch Year views.
Existing transaction history is not changed.
Not imported yet.
4. Import Status
Nothing imported yet.
Retirement Simulators
Model Josh and Maggie separately, then view a combined household retirement projection.
Josh Assumptions
Josh Linked Investment Balances
Select one or more Plaid investment accounts for each simulator investment. Leave blank to use the manual balance above.
Josh Projected Retirement
Years to Retirement
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Projected Nest Egg
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Projected Social Security
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Target Nest Egg
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Surplus / Gap
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Run the simulation to see Josh's retirement outlook.
Josh Year-by-Year Investment Schedule
Edit any year independently. Positive amounts are contributions; negative amounts are withdrawals. Each investment can use a different return each year.
Run the simulation to build the schedule.
Josh Year-by-Year Projection
No simulation yet.
Setup
Connection and security status.
Live Plaid enabled. Plaid transactions are stored from August 1, 2026 forward. Monarch history through July 31, 2026 remains preserved.
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Connection Health
Each Plaid connection is shown separately so one failing institution cannot hide behind the overall sync status.
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