Financial Dashboard
Synced from Plaid Sandbox and stored in your database.
Net Worth
$0
Cash
$0
30-Day Spending
$0
30-Day Cash Flow
$0
13-Week Cash Outlook
Starting Cash
$0
Avg Weekly Income
$0
Avg Weekly Spending
$0
Week 13 Cash
$0
Accounts
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Recent Transactions
Accounts
Balances persisted from Plaid.
Transactions
Every transaction starts Uncategorized. You choose the category.
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Budget
Switch between a monthly budget and a 12-month yearly view.
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Categories
Removing a category takes it off Budget and category pickers without changing historical transactions.
Create your own categories and disable ones you do not want to use.
Disabled categories stay on historical transactions but disappear from assignment dropdowns.
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13-Week Cash Flow
Projection based on current cash plus your trailing 30-day income and spending run-rate.
Starting Cash
$0
Avg Weekly Income
$0
Avg Weekly Spending
$0
Week 13 Cash
$0
Import Monarch History
Preview first. Import keeps Monarch categories and prevents duplicate historical rows.
1. Choose Monarch exports
2. Preview
Choose your Monarch CSV files and click Preview Files.
3. Import Monarch Budgets
Loads the 2025 and 2026 monthly budget targets captured from your Monarch Year views.
Existing transaction history is not changed.
Not imported yet.
4. Import Status
Nothing imported yet.
Retirement Simulators
Model Josh and Maggie separately, then view a combined household retirement projection.
Josh Assumptions
Josh Projected Retirement
Years to Retirement
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Projected Nest Egg
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Projected Social Security
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Target Nest Egg
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Surplus / Gap
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Run the simulation to see Josh's retirement outlook.
Josh Year-by-Year Projection
No simulation yet.
Setup
Connection and security status.
Sandbox only. This build uses Plaid Sandbox. Do not connect real financial credentials until you have Plaid Production access and we finish authentication/user isolation.
Checking backend…