Search transactions, categories, bills, or jump to…⌘K
EXAMPLE DATA Every name, balance and amount on this screen is a made-up sample for the concept. No real accounts are connected.
Good afternoon, Adam
Thursday, Oct 15 · 4 bills due in the next 7 days · 3 decisions waiting
WeekMonthQuarterYear
Total cash · all accounts (sample)
$24,180.52
↑ $9,400.00 in↓ $6,912.37 outlast 30 days
On plan
Month spend 71% of budget
Sep 15Sep 22Sep 29Oct 6Oct 15
Spending by category · October
+ Add categoryRecent transactions
View all| Date | Merchant | Category | Account | Amount |
|---|
Accounts
ManageChecking ••01
$8,240.18
Example Bank · primary
sample
Savings ••02
$15,940.34
Example Bank · reserve
sample
Credit card ••03
−$1,206.40
Example Card · due Oct 28
sample
Upcoming · 7 days
All billsMortgage (sample)
Home · Oct 17
$1,850.00
Tuition installment (sample)
College · Oct 20
$1,200.00
Electric (sample)
Home · Oct 21
$142.00
Phone plan (sample)
Personal · Oct 22
$85.00
Needs you
All decisionsApps & requests
Open
CMIG OSHealthy
Example app BHealthy
Example app CDegraded
Daily requests
2 in build · 1 at Jev gate
EXAMPLE DATA Sample category detail. Amounts, merchants and budgets are invented for the mockup.
Today / Spending categories /
Monthly spend vs budget
6 mo12 moSchool year
Transactions in this category
Export CSV| Date | Merchant | Subcategory | Status | Amount |
|---|
Subcategories
+ AddAuto-categorize rules
+ RuleGuardrail
ArmedAny single charge over $500 (sample), or a month projected over budget, goes to Needs you with a Jev risk score before it's marked reviewed.
EXAMPLE DATA Sample transactions only. Merchants and amounts are invented.
Transactions
| Date | Merchant | Category | Account | Status | Amount |
|---|
EXAMPLE DATA Sample decisions. Jev scores and thresholds are illustrative; nothing here is saved.
Decisions
Everything waiting on you, ranked by consequence. Money first.
AllMoneyApps & requests
RESOLVED THIS SESSION
Nothing resolved yet. Approve or decline above.
Planned for a later pass of the concept.
Not in this MVP