Tap Analyze for AI interpretation of spending patterns and trends.
Monthly Breakdown β tap for details
Daily Account Balances β
Solid = combined total Β· Dashed = individual accounts
π Quarterly Averages
π¦ Account Summary
No transaction data yet.
Go to the Import tab to upload BofA CSV files.
π Monthly Cash Flow
Income
$0
Expenses
$0
Monthly Gap
$0
Parents' Monthly Income
Monthly Expenses
Outstanding Debts
Emergency Fund
Support Contributions
π¦ Account Opening Balances (Oct 1, 2024)
Balance for each BofA account as of October 1, 2024. Name must match your CSV filename.
π Monthly Summary
Import transaction data to see monthly summary
π Spending by Category
avg
β οΈ Uncategorized Transactions
Tap to assign a category.
π― Historical vs Estimated
π Spending Breakdown
Redirecting to Summary viewβ¦
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 Imported Files
π₯ Care
Current Medical Conditions
Current Care Needs
Future Care Concerns
π Estate
Document Status
Key Accounts & Policies
Shared Notes (Linda & Brother)
Notes are timestamped and attributed. Save after adding.
π― Advisor
Checklist
Action Plan
Agenda
Loadingβ¦
No plan saved yet.
Tap π€ (bottom right) β Full AI Support Plan β then tap πΎ Save as Active Plan.
Use this for your next meeting with your brother.
π Clear Transaction Data
Remove imported transactions for a specific date range.