Your financial command center

Clarity for every goal, account, and decision.

A secure home for household planning, transaction insights, and smarter conversations about what comes next.

Available to invited household members only.

Household overview

Your data stays behind sign-in

Monthly plan •••••• Income and spending

Goals •••• Priorities and progress

Future workspace No connected data

Transaction intelligence Automatic imports, categories, and custom tags

Goal planning Model tradeoffs and build concrete action plans

Financial assistant Answers grounded in your household data

Household transaction ledger

Welcome, household member.

Search, filter, categorize, and tag the household’s historical transactions.

Signed in as Authenticator MFA enabled

Loading the household ledger…

Transactions — Historical ledger

Accounts — Imported from Copilot

Categorized — Ready to organize

Excluded — Ignored in planning totals

Automatic ingestion

Connected institutions

Plaid keeps balances and transactions synchronized without exposing bank credentials to this application.

No institutions connected yet. Sandbox mode is ready.

Live query results

Filtered insights

Every widget follows the transaction filters below.

Inflow —

Outflow —

Net cash flow —

Needs a category —

Automation

Categorization rules

No rules created yet.

Transactions

Household activity

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Search merchant Account Category Visibility Tag Cash flow From date To date Minimum amount Maximum amount Source Sort Direction

	Date	Merchant	Account	Category	Tags	Amount

Operations

Data system overview

Database size — PostgreSQL

Connected Items — Plaid connections

Plaid accounts — Mapped financial accounts

Plaid transactions — Synchronized ledger rows

Completed syncs — No failed runs

Last Item sync — Latest successful reconciliation

Schema	Table	Rows	Storage

1
Plaid webhook New transaction events arrive at API Gateway.
2
Six-hour reconciliation EventBridge queues every active Item as a safety net.
3
SQS buffer Jobs retry safely and move persistent failures to a DLQ.
4
Sync worker Lambda uses Plaid’s cursor API, upserts PostgreSQL, then runs categorization rules.

Started	Institution	Status	Added	Modified	Removed