September 2026
Cash snapshot
Synthetic balancesNeeds attention
Coming up
Next 14 daysExpected lump sums
EVERY LINE FUNDED MONTHLY
Sinking funds
Budget line Monthly amount
SYNTHETIC ACTIVITY
Transactions
Cash App, Venmo and PayPal are tags from Chase descriptions. They are not separate connections.
CATEGORY CHECK
Review queue
Nothing changes until you confirm. These are synthetic examples.
Martin: owner + future bank connections. Assistant: budget categories, alerts and settings only. No bank login, Plaid consent, transfers, or money movement.