Enter the balance for each BofA account as of October 1, 2024.
Name each account to match your CSV filename (e.g. "Checking", "Savings").
π Import Bank of America Data
π¦ Upload BofA CSV Files
Download from bankofamerica.com β each account β Download β CSV.
Upload all 3 files at once or one at a time. Checking 8903 (Bills) Β· Checking 3875 (Income) Β· Savings 8730
π Spending by Category
avg
β οΈ Uncategorized Transactions
Tap to assign a category.
π― Historical vs Estimated
π Spending Breakdown
Support Contributions
Support Contributions
π₯ Medical & Care
Current Medical Conditions
Current Care Needs
Future Care Concerns
π Estate & Legal
Document Status
Key Accounts & Policies
Shared Notes (Linda & Brother)
Both of you can add notes here. Each note is timestamped and attributed.
Save after adding so your brother sees it when he opens the app.
π Cash Flow
β
Income
β
Expenses
β
Net
Monthly Breakdown β tap month for details
Daily Account Balances β
Solid line = combined total Β· Dashed lines = individual accounts
π Quarterly Average Balances
π¦ Account Summary
No transaction data yet.
Go to π° Finances tab β Import Spending Data β upload Quicken CSV.
π― Saved Plans
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π‘ Planning Insights
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π Active Plan
No plan saved yet.
Go to Overview β tap
π€ Get Full AI Support Plan
β then tap πΎ Save as Active Plan.
π Clear Transaction Data
Remove imported transactions for a specific date range. Use this to clean up bad imports before re-importing.