Household finances, together
One shared room for your family's money.
Connect a bank and answer three questions. AI agents read the numbers, check every goal against your real accounts and show each step they take.
About two minutes. Synthetic sandbox data only, never real money.
Rivera Family
3 here nowNet worth
$344,800
+7.7% in 6 months
79Healthy
Household health
Forecast low
$39,655
around Nov 24
First insights
- Cash covers 4.1 months of spending
- Card interest costs about $420 a year
- College fund is on track for 2034
Read 1,204 transactions in 9 traced agent steps
- 01Connect a sandbox bankLink a sandbox bank with Plaid, or use the demo bank.
- 02Choose what to shareTick the accounts your household should see.
- 03Answer three questionsGoals, home and comfort with risk.