Dashboard
Good morning — here's your financial snapshot
Upcoming payments — next 30 days
| Name | Type | Amount | Due | Owner | Status |
|---|
Card utilization at a glance
| Card | Owner | Balance | Limit | Utilization | Status |
|---|
Payment Calendar
Click any date to see payment details
CC payment
Bill
Overdue
Sun
Mon
Tue
Wed
Thu
Fri
Sat
My Cards
Your personal and joint credit cards
Card details
Saving…
Import cards from CSV
Headers: name, last_four, balance, credit_limit, min_payment, due_date, last_activity_date, apr, rewards, category, owner
Owner values: justin, jade, joint, family
Tab next field Enter save
| Card name | Last 4 | Owner | Balance | Limit | Util% | Min pay | Due date | Last used | APR% | Rewards | Category |
|---|
All Cards
Complete family view — all credit cards across both accounts
Full card list
| Card name | Owner | Balance | Limit | Util% | Min pay | Due date | Last used | APR% | Status |
|---|
Household Bills
Shared family expenses — both partners can update
Saving…
Import bills from CSV
Headers: name, amount, due_day, category, autopay_card, owner
Tab next field Enter save
| Bill name | Amount | Due day | Category | Auto-pay card | Managed by | Status |
|---|
Family Budget
Shared monthly spending targets and actuals
Tab next field Enter save
| Category | Monthly budget | Spent so far | Remaining | Progress |
|---|
Financial Trends
Income vs spending — monthly, quarterly, and yearly view
Income vs Bills — monthly comparison
Income
Bills
Monthly surplus / deficit
Surplus
Deficit
Income entry — 2025
Quarterly breakdown
| Quarter | Total Income | Total Bills | Surplus / Deficit | vs Prior Quarter |
|---|
Bills paid by month
| Month | Bills Paid | Total Amount | vs Prior Month |
|---|