⏳ Transactions are still importing from your bank — this can take a minute after connecting. They'll appear automatically.
Household net worth
{{ formatMoney(netWorth) }}
Net worth over time
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No accounts yet. Connect a bank to get started.
{{ col.title }}
None
{{ a.owner_name }}
đź”’ Private
{{ a.institution_name }} · {{ a.subtype || a.type }}
{{ formatMoney(a.balance) }}
{{ acctChange(a).delta >= 0 ? 'â–˛' : 'â–Ľ' }} {{ formatMoney(Math.abs(acctChange(a).delta)) }} ({{ acctChange(a).pct }})
— vs prev day
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{{ col.title }}
đź”— Shared
{{ a.institution_name }} · {{ a.subtype || a.type }}
{{ formatMoney(a.balance) }}
{{ acctChange(a).delta >= 0 ? 'â–˛' : 'â–Ľ' }} {{ formatMoney(Math.abs(acctChange(a).delta)) }} ({{ acctChange(a).pct }})
— vs prev day
No accounts yet.
My net worth
{{ formatMoney(netWorth) }}
{{ txAccountFilter ? txAccountFilter.name : 'All transactions' }}
{{ txAccountFilter.institution_name }} · {{ txAccountFilter.name }}
No transactions yet.
⇄
{{ t.merchant }} · {{ formatDate(t.date) }}
{{ t.merchant }}
{{ t.account_name }} · {{ formatDate(t.date) }}
{{ t.amount < 0 ? '+' : '-' }}{{ formatMoney(Math.abs(t.amount)) }}
{{ t.merchant }}
{{ t.account_name }} ({{ t.owner_name }}) · {{ formatDate(t.date) }}
· {{ prettyCat(t.category) }}
{{ t.amount < 0 ? '+' : '-' }}{{ formatMoney(Math.abs(t.amount)) }}
This month — {{ spending.month }} (tap a category to see transactions)
{{ spendAccountFilter.institution_name }} · {{ spendAccountFilter.name }}
No spending recorded this month.
{{ prettyCat(c.category) }}
{{ c.count }} txns ›
{{ formatMoney(c.total) }}
{{ prettyCat(drill.category) }} — {{ spending.month }}
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No transactions.
{{ t.merchant }}
{{ t.account_name }} ({{ t.owner_name }}) · {{ formatDate(t.date) }}
{{ t.amount < 0 ? '+' : '-' }}{{ formatMoney(Math.abs(t.amount)) }}
This year by category — {{ yearly.year }}
No spending recorded this year.
Monthly totals — {{ yearly.year }}
No spending recorded this year.
Monthly budgets
No budgets set{{ user.role==='parent' ? ' — add one below.' : ' yet.' }}
{{ prettyCat(b.category) }}
{{ formatMoney(b.spent) }} / {{ formatMoney(b.amount) }}
Projected available balance — through {{ projection.endOfMonth }}
Estimated from the last 30 days of activity on checking/savings accounts.
No checking or savings accounts to project.
{{ formatMoney(projectedTotal) }}
projected by end of month (now: {{ formatMoney(currentTotal) }})
By account
{{ a.name }}
{{ a.dailyNet >= 0 ? '+' : '' }}{{ formatMoney(a.dailyNet) }}/day trend
{{ formatMoney(a.projectedEnd) }}
from {{ formatMoney(a.current) }} now
Household members
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{{ m.name }} {{ m.role }}
{{ m.email }}
You
Accounts shared with {{ sharingFor.name }}
Checked accounts appear on {{ sharingFor.name }}'s dashboard and count toward their totals.
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No accounts available to share.
Invite a member
Pre-authorize an email. Only invited people can sign up — works whether or not they have an account yet.
{{ familyMsg }}
Pending invitations
{{ inv.email }} {{ inv.role }}
Hasn't signed up yet