Financial Position
As of today
✓ Saved
Total assets
—
All bank + investment balances
Total debt
—
Credit card balances
Net position
—
Assets minus debt
Charity reserve
—
Running balance
Bank accounts
Active credit cards
Investments
Reconciliation
Upload CSV → AI categorizes → You confirm → Books close
📚 Learning mode
Upload bank statement
Drop a CSV file here
Any bank format — Citi, TD Bank, Amex, Capital One, Barclays
Account identified automatically by last-4 digits
No transactions to review
Upload a CSV from any of your bank accounts or credit cards to get started.
Fixed Spending
Your day-by-day scheduled bills dashboard. Coming from the current app — this module is next to build.
Flexible Spending
Category budgets vs actuals, credit card spending, CSV-fed actuals. Coming soon.
Charity Dashboard
Running balance, draws, deficit tracking, and replenishment plan. Coming soon.
Transfer Engine
Suggested transfers between accounts, payday allocation, and transfer history. Coming soon.
Investments
Fidelity account balance and contribution tracking. Placeholder — ready for when you connect Fidelity.