JackStack Wealth

Where We've Been

Income statement — not built yet

Coming next, per the build order. The P&L Sankey is ready now though — tap "Sankey" above.

Where We Are

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Where We're Going

N24M figures & upcoming assumptions — not built yet

Blocked on the Excel → List forecast pipeline

Net worth breakdown

Account groups

Matches the grouping from the Excel balance sheet — edit any account's group below.

Benchmarks

P&L Sankey

2026 year to date

Swipe the chart sideways to see every category. Tap a node to drill into its transactions. Tap filters above to toggle tags.

Balance Sheet Sankey

As of today

Swipe the chart sideways to see every category. Tap a node to drill into its accounts. Grouped the same way as the net worth breakdown — edit groups there.