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
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
Welcome, household member
Household command center
See what needs attention, understand cash flow, and move your family’s plans forward.
Signed in as
Authenticator MFA enabled
Balance sheet snapshot
The whole household at a glance
Start here
What would you like to do?
Automatic ingestion
Connected institutions
Plaid keeps balances and transactions synchronized without exposing bank credentials to this application.
No institutions connected yet.
Live query results
Filtered insights
Automation
Categorization rules
No rules created yet.
Income, taxes & giving
What actually came home
Follow every paycheck from gross income through withholding, benefits, tithing, and final take-home.
| Month | Gross | Taxes | Deductions | Tithing | Take-home |
|---|
| Date | Employer | Gross | Taxes | Deductions | Tithing | Take-home |
|---|
Properties & mortgages
Home equity and payoff path
One portfolio can contain multiple properties and multiple mortgages. For now, this view shows your current home.
Property
Open valuation source
Loading property…
| # | Due date | Beginning | Payment | Extra principal | Interest | Principal | Ending | Equity |
|---|
Medical & HSA
Every bill, payment, and reimbursement
Work from the items needing action, with claim and document context kept beside the expense.
| Service date | Person | Description | Status | Paid from | HSA | Amount | Records |
|---|
Family planning
Turn household records into decisions.
Each area gets a focused workflow while sharing the same accounts, transactions, documents, and goals underneath.
Available
Home & mortgage
Current balance, upcoming payment, amortization, extra principal, and a live equity estimate in one place.
Home value
Latest valuation
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Mortgage
Current balance
=
Equity
Live calculation
- Link to Zillow with value source and “as of” date
- Scheduled versus actual principal payments
- Recast and extra-payment scenarios
Available
Medical & HSA
A reimbursement queue that makes the next action clear for every bill, payment, claim, and supporting document.
Bill received
→
Paid
→
Reimbursed
- Filter by person, status, and payment source
- Match expenses to bank and credit-card transactions
- Track claim IDs, receipts, and HSA reimbursement dates
Available
Income, taxes & giving
Paychecks, withholding, benefits, tithing, and take-home trends across employers.
Planned
Goals & scenarios
Short-, mid-, and long-term goals with target dates, funding priority, tradeoffs, and scenario comparisons.
Planned
Retirement
Contribution progress and future-value projections grounded in household assumptions.
Planned
Cards & benefits
Annual fees, credits, rewards, utilization, and renewal dates without mixing product metadata into the ledger.
Transactions
Household activity
| Date | Merchant | Account | Category | Tags | Amount |
|---|
Operations
Data system overview
| Schema | Table | Rows | Storage |
|---|
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1
Plaid webhook New transaction events arrive at API Gateway.
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2
Six-hour reconciliation EventBridge queues every active Item as a safety net.
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3
SQS buffer Jobs retry safely and move persistent failures to a DLQ.
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4
Sync worker Lambda uses Plaid’s cursor API, upserts PostgreSQL, then runs categorization rules.
| Started | Institution | Status | Added | Modified | Removed |
|---|