Income
$0.00
—
Finance workspace
Dashboard
Expenses
$0.00
—
Remaining
$0.00
—
Net Worth
$0.00
—
Cash Flow Forecast
Recurring income, bills, and recent averages
Budget Health
Monthly category usage
Top Categories
Largest spending buckets
Debt Payoff
Interest-aware projections
Cleanup Center
One review surface for transaction quality, imports, duplicates, and reconciliations
Classification Work
Large or ambiguous rows
Duplicate Work
Pending candidate pairs
Reconciliation Work
Statement differences to resolve
Recent Imports
Latest files and import outcomes
Add Transaction
Amounts stay positive; type controls direction
Transactions
Filter by month, type, category, or account
| Date | Type | Description | Category | Account | Amount |
|---|
Classification Queue
High-impact rows that need a human decision
Import transactions
Upload or paste a CSV and walk through mapping
- Upload
- Map columns
- Account & defaults
- Preview
- Post-import
or drag and drop a file here
OR
Map your columns
Tell us which column has what.
Optional fields
Preview (first 5 rows)
Target account and defaults
Tip: amounts will be imported as positive. Direction is controlled by transaction type.
Ready to import
Rows0
Date range—
Total inflow$0.00
Total outflow$0.00
Duplicate review
Side-by-side comparison of likely matches
0 candidates pending
Add Budget
Monthly category limit
Budget Report
Used and remaining this month
Spent
$0
of $0
Add Bill
Track recurring obligations
Bills
Generate payment rows for the selected month
Add Account
Manual balances and reconciliation
Accounts
Balances, reconciliation, and stored values
Add Savings Goal
Track emergency funds and targets
Add Debt Account
Model payoff and interest impact
Savings Goals
Progress and required contribution
Net Worth History
Estimated from recorded activity · bar chart shows monthly income vs expenses
Cash Flow Trend
Projected inflows, outflows, net
Spending Report
Category spend by month
Property Value
$0.00
Equity
$0.00
0.0%
Monthly Net
$0.00
Mortgage Balance
$0.00
Properties
Value, mortgage, equity, and property cash flow
Current Month
Income, expenses, and net by property
Add Rental Property
Lease, rent, value, and occupancy
Rent Ledger
Expected, received, balance, late fees
Maintenance
Open work, vendors, and costs
Documents
Leases, insurance, tax bills, receipts
Schedule E View
Annual rental tax categories for review
Add Rule
Local transaction cleanup automation
Automation Queue
Rules, recurring materialization, and duplicates
Bank Sync
Plaid connections, account mapping, and transaction sync
Sandbox: use First Platypus Bank, username user_good, password pass_good. If Plaid asks to save with a phone number, choose Maybe later.
JSON Backup
Export all local finance tables for backup or migration
Account
—
Current balance
$0.00
Balance over time
Reconstructed from transactions
Recent transactions
Latest 10 entries
Reconciliation history
Statement vs calculated