A personal finance companion for net worth, linked accounts, bills, budgets, and learning money skills — with bank linking via Plaid and a customizable home dashboard.
Features
Home dashboard with net worth, spending & income overviews, recent transactions, and budget progress
Home Settings to hide, reorder tiles, and toggle dark mode (bamboo teal branding)
Accounts — Bank & Credit tabs with Plaid Link, balances, and liability details (APR, due dates, min payment when available)
Credit multipliers & rewards calculators for category spending
Paper Trail (My Planning) — Income, Spending, and Bills with Calendar, list/grid views, and Summary
Budgets by category and period with progress against expenses