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Ledgerline
Read-only demoCreate your own household

Sample household · Hypothetical Smith family

Demo dashboard

This is a static read-only view that mirrors the real /dashboard. Numbers are illustrative. Buttons are inert. Switch any toggle in the top right of the marketing site to preview themes and densities.

What am I looking at? →
Net worth
$1,247,832
↑+0.02vs prior 30d
Cash
$84,921
↑+0.04vs prior 30d
Invested
$842,193
↑+0.01vs prior 30d
Liabilities
$317,406
↓-0.01vs prior 30d

This week

Cash is up 4.2% — driven by April invoice settlements and the May rent draw.

Three approvals are waiting in Operations. Two recurring bills increased by more than 10%. Your business books are up to date through April 28.

  • Cash+ $3,420 since last review
  • Approvals3 awaiting decision in Operations
  • Bills2 recurring bills up >10% MoM
  • BooksReconciled through Apr 28

Accounts

Connected via Plaid (sandbox). Read-only sample.

  • Chase Checking$12,820
  • Chase Savings$72,101
  • Vanguard Brokerage$498,210
  • Vanguard 401(k)$343,983
  • Sapphire Reserve-$2,180

Decision inbox

What's waiting on you. In a live workspace, each item links into Operations.

  • AI
    Recategorize 12 'Uber' charges as Travel
    Detected from spending pattern. Apply requires sudo.
  • Sync
    Re-authenticate Plaid · Bank of America
    Token expired 2 days ago.
  • Tax
    Q3 estimated tax payment due Sep 16
    Snapshot drafted by GPT-5.5 from your IRS allowlist.

Audit trail

Every change to money or policy is recorded with who, when, and why.

  • Approved Q3 estimated tax payment · 2d ago · sudo verified
  • Rule applied: "starbucks" → Coffee · 4d ago
  • Plaid sync re-enabled for Chase · 1w ago

Recent transactions

A representative slice of household activity.

  • Trader Joe's
    Groceries · Apr 28
    -$84.21
  • Stripe payout
    Business income · Apr 27
    +$4,820.00
  • Comcast
    Utilities · Apr 26
    -$129.00
  • Vanguard contribution
    Investment transfer · Apr 25
    -$1,200.00
  • Coffee shop
    Coffee · Apr 25
    -$6.50

Business (LLC)

Books for a single-owner LLC. Mileage, invoices, and Schedule C exports live here.

YTD revenue
$184,212
YTD expenses
$72,830
Open invoices
3 ($14,200)
Mileage YTD
3,184 mi

Planning

Upcoming bills and goals.

Bill
Mortgage
$3,180 · due May 1
Bill
Comcast
$129 · due May 4
Goal
Emergency fund
$48k of $60k · 80% complete
Goal
Roth IRA contribution
$3,500 of $7,000 · 50% complete
Forecast
Cash in 30 days
$98.4k · +$13.5k vs today
Tax
Q3 estimated payment
$5,200 · due Sep 16

Like what you see? Create your own household — passkey-only sign-up, single-owner by default, and your data stays inside your tenant.

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