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Cash flow

Actual vs budget and forecast

Coming next: past months against the budget and forecast, through the next 24 months. The P&L Sankey is ready now - tap "Sankey" above.

Investments

Returns from SnapTrade

Coming after Cash flow: total returns and returns by holding.

Accounts

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Net worth

Include tags

Spending, income and savings follow the tags. Balances follow each account's owner: Personal accounts while a personal tag is on, Trust & Business accounts while a trust or business tag is on.

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.