Dashboard
Income
$0
Expenses
$0
Net Saved
$0
Net Worth
$0
🎯 Household Savings Goal: $10,000 by Dec 2026
$0
of $10,000
👦🏾 Naythan's Total Savings
$0
4 funds active →
👧🏾 Eliana's Total Savings
$0
4 funds active →
📒 Debt Overview
$0
remaining to pay off
Income vs Expenses
Spending by Category
Net Worth Over Time
Transactions
| Date | Description | Category | Amount |
|---|
Upload Statement
Upload Bank of America CSV
Drag & drop CSV here, or click to browse.
BoA: Accounts → Transactions → Download → CSV
BoA: Accounts → Transactions → Download → CSV
+ Choose File
How to download from Bank of America
- Log in to bankofamerica.com
- Click your checking or credit card account
- Click "Download Transactions" (top right of transactions list)
- Select date range and format: Microsoft Excel or CSV
- Click Download → Upload the file here
Add Entry
Add Transaction
Log Paystub
👦🏾
Naythan's Savings
Total Saved
$0.00
Add to Naythan's Fund
Naythan's Fund History
| Date | Fund | Amount | Note |
|---|
👧🏾
Eliana's Savings
Total Saved
$0.00
Add to Eliana's Fund
Eliana's Fund History
| Date | Fund | Amount | Note |
|---|
Debt Tracker
Total Owed
$0
Total Paid
$0
Remaining
$0
← Debts / Creditor
Original Amount
$0
Total Paid
$0
Remaining
$0
Expected Completion
—
💳 Repayment Progress
0%
Contact Info
—
Payment History
| Date | Amount | Method | Note |
|---|
Savings Goals
🏠 Household Goal
👦🏾 Naythan's Fund Targets
👧🏾 Eliana's Fund Targets
Setup & Security
🔐 Family PINs
Set a 4-digit PIN for each family member. Kids get view-only access (no editing household finances).
☁️ Google Sheets Sync
Sync your data across all devices — your phone, Zipporah's phone, and creditor links — all in real-time through Google Sheets.
Not connected
Setup Steps:
1. Create a new Google Sheet
2. Go to Extensions → Apps Script
3. Paste the backend code (from the setup guide Claude gave you)
4. Click Deploy → New deployment → Web app
5. Set "Execute as" = Me, "Who has access" = Anyone
6. Copy the URL and paste it above
7. Click Connect, then "Push All Data" to upload your current data
1. Create a new Google Sheet
2. Go to Extensions → Apps Script
3. Paste the backend code (from the setup guide Claude gave you)
4. Click Deploy → New deployment → Web app
5. Set "Execute as" = Me, "Who has access" = Anyone
6. Copy the URL and paste it above
7. Click Connect, then "Push All Data" to upload your current data
🗑️ Data Management
Export or clear all family financial data.