Financial Dashboard
Synced from Plaid Sandbox and stored in your database.
Net Worth
$0
Cash
$0
30-Day Spending
$0
30-Day Cash Flow
$0
13-Week Cash Outlook
Starting Cash
$0
Avg Weekly Income
$0
Avg Weekly Spending
$0
Week 13 Cash
$0
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
Budget totals use only transactions you manually categorized.
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Categories
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 trailing 30-day income and spending run-rate.
Starting Cash
$0
Avg Weekly Income
$0
Avg Weekly Spending
$0
Week 13 Cash
$0
Setup
Connection and security status.
Sandbox only. This build uses Plaid Sandbox. Do not connect real financial credentials until you have Plaid Production access and we finish authentication/user isolation.
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