Personal workspaceConnections
Overview
Your money, in focus

Connections

Understand where your data comes from, what is covered, and what still needs connecting.

Live connections0Backend setup required
Planned sources5Not linked to your accounts
Last successful syncNot yetNo provider data fetched
Data coverage

Your financial sources

Not connected

Capital One

Bank and credit card

Planned connection
Plaid
Last updated
Never

Checking and card activity

Not connected

Amex

Credit card

Planned connection
Plaid
Last updated
Never

Card activity and supported liability data

Not connected

Discover

Credit card

Planned connection
Plaid
Last updated
Never

Card activity and supported liability data

Not connected

RBFCU

Credit union

Planned connection
Plaid
Last updated
Never

Deposit accounts and supported loans

Not connected

Cash App

Personal activity

Planned connection
Local connector
Last updated
Never

Read-only local sync or export recovery

Private by design

You stay in control

Bank access stays with the provider

Future Plaid connections will use the provider's secure flow. Never enter bank passwords into this prototype.

Cash App stays local

The planned personal-activity connector runs on your device. Session credentials must not be uploaded to this website.

Freshness, not false certainty

Institution and product support must be verified before linking. Updates are not guaranteed to be real time.

Logos identify their respective owners. No affiliation, endorsement, or active account connection is implied.

Edits reset when you leave or reload. No money is moved.