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Personal
Reruns every number with your current rules and assumptions. It never claims a bank refresh.

As of CST · Bank of America stale

Personal · 7 accounts · 4 connections

Accounts

Every account with its balance, as-of time, source, and connection health.

Cash$10,910.544 accounts · 1 stale · from the engine
Owed$15,610.06card, auto, Klarna · counted once per debt
Connections1 needs youBank of America asks to sign in again

Cash · 4

AccountSourceUpdatedAvailableCurrent
Capital One 360 Checking ··4471Capital OnePlaid7:30 AM$3,218.44$3,218.44
Bank of America Advantage Checking ··2206Bank of AmericaPlaidstale · Wed 4 Nov, 7:10 AM$912.10$912.10
Emergency reserve ··0913SoFi · funds Emergency reservePlaid7:30 AM$6,540.00$6,540.00
X MoneyX Money · Balance James typed in from the X Money appManual8:00 PMnot reported$240.00

Cards and loans · 3

Open debt
AccountSourceNext dueRateBalanceLimit / original
Wells Fargo Active Cash Card ··7731credit card · 16% usedPlaid$35.00 · 22 Nov24.49%$1,284.56$8,000.00 limit
Capital One Auto Loanauto loanPlaid$412.00 · 8 Nov5.90%$14,210.00$24,800.00 original
Klarna headphonesbuy now, pay later · clear 8 DecManual—not entered$115.50$154.00 original
⌘K search · ⌘R recalculate · ⌘N scenario · ⌘⇧C switch context · ? shortcutsEngine 0.1.0 · rule set 1 · fictional sample data · every number traceable to its source records

Accounts · Liv Money