Financial hub

Wallet dashboard

Monitor your balances, goals, and subscriptions in one place.

Overview

Net Worth

Track your assets, liabilities, and recent changes.

Current net worth $0.00
Assets $0.00
Liabilities $0.00
Last updated Not synced
No data yet. Connect your accounts to get started.

Cash flow

Income vs Spending

See how money moves across the last 30 days.

Income $0.00

Deposits and incoming transfers this period.

Spending $0.00

Payments, withdrawals, and card purchases.

Cash-flow visualization coming soon.

Guardrails

Budgets

Track how close you are to your limits.

No active budgets yet.

Schedule

Upcoming Bills & Subscriptions

Stay ahead of renewals, memberships, and recurring expenses.

    No upcoming bills yet.

    Planning

    Savings Goals

    Organize goals by priority and funding status.

    No goals yet

    0%

    Create a goal to start tracking your progress.

    Holdings

    Investment mini-portfolio

    Watchlists, balances, and performance snapshots.

      No investments tracked yet.

      Signals

      Insights

      Alerts, anomalies, and curated suggestions.

      • No insights yet. We will surface highlights once your data is connected.