September 2026
Accounts
Synthetic balancesNeeds attention
Coming up
Next 14 daysExpected lump sums
EVERY LINE FUNDED MONTHLY
Sinking funds
On plan Near plan Over plan
ALL CONNECTED ACCOUNTS
Transactions
Cash App, Venmo and PayPal are tags from Chase descriptions. They are not separate connections.
CATEGORY CHECK
Review queue
Transactions the rules could not place yet. Your Instinct asks you about these one group at a time.
Martin: owner + future bank connections. Assistant: budget categories, alerts and settings only. No bank login, Plaid consent, transfers, or money movement.