Status: In migration — balances UI active, database wiring coming soon.
Priority: 1st | Target Completion: End of January
This section will deliver the following functionality as development continues:
- Editable balances table with sorting and inline updates
- Postgres persistence via API endpoints
- Investments + analytics tabs added incrementally
Balances
Current Balances
$0.00
Click Edit to modify a balance entry.
| Name ↕ | Value ↕ | Actions |
|---|
Fields are editable.
Investments
Current Investments
$0.00
Current Debt
$0.00
Click Edit to modify an investment entry.
| Name ↕ | Value ↕ | Interest Rate (%) ↕ | Credit | Actions |
|---|
Fields are editable.
Transactions
Total Transactions
0
Click Edit to modify a transaction entry.
| Name ↕ | Value ↕ | Type ↕ | Start Date ↕ | Frequency ↕ | From Account | To Account | Occurrence | Actions |
|---|
Fields are editable.
Visualize how money flows between accounts and transactions.
Financial Analysis
Visualize your financial trends over time.
Financial Overview
Categories
Liquid Balances
Accounts
Investments
Accounts
Financial Goals
Liquid Target
$2,000.00
Investing Target
$10,000.00
Debt Target
$0.00
Priority Analysis Transactions
| Name | Value | From | To | Priority |
|---|
Analyzing transactions...
Estimated Time to Reach Goals
--
Months
--
Weeks
--
Days