Household dashboard
Financial command center
Sign in to load tenant-scoped household data.
Enable dashboard-insights-enabled in household settings to load live budget, bill, cashflow, and anomaly summaries.
Accounts and categories
Create tenant-scoped accounts and reusable categories.
Manual CSV import
Submit CSV transactions for idempotent background processing.
Transactions
Enter manual transactions and review recent activity.
Planning
Create budgets, recurring bills, and savings goals.
Household settings
Enable household-scoped flags for gated modules.
Security
Manage sudo mode, recovery codes, and active sessions.
Operations
Approval-gated exports and cashflow forecast snapshots.
Audit logs
Review sanitized household security and data-change events.
Spending
Track current month spending by account and category.
Budget variance
Compare planned category budgets against actual transactions.
Upcoming bills
Surface recurring obligations before they hit cashflow.
Cashflow forecast
Project household balance changes across the forecast window.
Anomalies
Flag unusual transaction patterns for review.