Net worth
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Assets minus debts
Your money, in one clear view
A calmer way to see your whole financial picture.
Bring everyday accounts, cards, and investments together. Your dashboard is private to your household.
- Net worth and account balances, together
- Spending and transaction history in one place
- Automated daily refresh after setup, with a manual sync when needed
Welcome back
Sign in securely to view your household's finances.
Preview an illustrative demoSign-in is protected by Cognito and multi-factor authentication. Demo figures are fictional.
Household overview
Your household at a glance.
A current view of your connected accounts.
Start with your first account
Connect a bank, card, or investment institution to build your household view. Plaid securely handles the sign-in with your institution.
Cash
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Deposit account balances
Invested
—
Investment account balances
Monthly spending
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Posted purchases, excluding transfers
Long-term view
Net worth history
Daily history will appear after your first successful sync.
This month
Spending by category
Category totals appear when transactions are available.
Transfers between your own accounts are excluded where Plaid identifies them.
Data quality
Transactions to review
0
uncategorized
0
possible duplicates
Duplicates are only flagged for review. No transaction is automatically removed.
Transactions that need attention will appear here.
Your household's taxonomy
Merchant category rules
Rules apply to existing and future transactions. The lowest priority number wins; match text is literal, not a SQL wildcard.
Add a rule to apply your own categories to future syncs.
Recent activity
Transactions
Your transactions will appear here after you connect an institution.
All in one place
Accounts
Connected accounts appear here.
Linked institutions appear here.
Portfolio
Investments
Holdings appear when investment data is available.