Finance locked
Unlock Finance
Confirm your account password to show financial pages. Work remains available.
My Money
Money Plan
This month
$0
money received
Your Plan
Spend 50%
Save 40%
Grow 0%
Give 10%
Savings Goals
$0 ready
Can I Buy It?
Enter a price to check your Spend money.
Allowance
No schedule yet
An administrator can set a repeating allowance.
Money In & Out
Watch It Grow
You add$0
Growth adds$0
Recent Activity
0 itemsMy Money
Settings
Set up how new money is divided.Your Plan
Spend
50%
Allowance
An administrator manages this allowance.
Money Sources
Financial Assets
$0
Cash
$0 0.0%
Investments
$0 0.0%
Scenario
Annual investing from cash
Saved plan
Net Worth Mix
Net Worth History
Net Worth Allocation
Financial Dashboard
Net Worth History
Income & Spending
Top Spending Categories
Asset Mix
Retirement Contributions
Projected Cash
Planning Benchmarks
Reference ranges beside your saved targets and current assumptions.Retirement Scenario Range
Financial Accounts
Where cash, investments, and liabilities are held.
Assets by Institution
Accounts
Month-end status
Account Details
Investment Projection
i
Investments in today's dollars
Uses current investment holdings, planned contributions, and real returns. Cash, property, debt, and planned events are excluded.
Investments Through Retirement
Projection Details
Retirement Income
i
Retirement coverage in today's dollars
Compares the retirement spending target with Social Security and the projected investment portfolio. The 4% reference is a planning comparison, not a guarantee.
Retirement Lifestyle Explorer
i
Scenario comparison in today's dollars
Lifestyle examples are broad planning starting points for a retired couple, not guarantees. The required-saving estimate works backward from the selected annual lifestyle target after Social Security, using the current investment balance, retirement year, real-return range, and a 4% first-year portfolio-income reference. The slider changes this explorer only and does not rewrite contribution accounts.
To fund a comfortable retirement
$0 / year from you
Including employer match
Target portfolio$0
Total including match$0
From you range$0 - $0
Save each year
$0
$0
0% of gross income
$30K
Projected at retirement
$0
$0 - $0
$0
per month
Estimated annual income
$0
Social Security$0
Portfolio at 4%$0
Lifestyle target$0
Coverage at Retirement
Income, Spending & Portfolio
Social Security & Supporting Details
Affordability
Cash Outlook
i
Projected cash, today's dollars
Event bands mark years with included planned costs.
Fixed keeps your saved minimum, maximum, and $0 line steady. Fit enlarges changes by scaling to the visible projection range.
Range
Fixed chart range
These limits stay unchanged as your projection changes.
Planned Events & Projects
Project Details
Accounts & Security
Family Accounts
Create users and assign their access. Each account keeps its own private data. Administrators can use the full Finance and Work tools; Child accounts use the simplified money dashboard.
Finance Security
Lock Finance after no activity inside financial pages. Work remains available and does not reset this timer.
Appearance
Theme & Background
Choose a built-in background or add your own image. Brightness and image strength only affect the page background.
No custom image selected.
Move backgrounds
Export from the old site, then import once on the hosted site.
Money Settings
Financial Assumptions
Profile
Basic household and retirement timing used by Forecast.
Income Scenario
Temporarily test a different gross income across forward-looking projections without changing your saved baseline or historical transactions.
Leave blank to use the saved Gross Annual Income. Scenario values are not saved.
Saving & Cash
Separates cash-funded investing, employee 401k withholding, employer match, and cash reserve targets.
401k Contributions
Uses Gross Annual Income to estimate employee withholding and employer match.
Growth Assumptions
Use real, inflation-adjusted rates so Planning stays in today's dollars. Event inflation only escalates planned project/event costs.
Retirement Spending
Sets the lifestyle target used by Planning > Retirement Income. Current transaction spending stays visible as a reference, but it no longer drives retirement spending by itself.
Social Security
Monthly benefit estimates used by Planning > Retirement Income. Treat these as today's-dollar buying power.
Your Estimate
Use the SSA full-retirement-age estimate when available, especially when estimating a nonworking spouse benefit.
Spouse Estimate
Choose Nonworking Spouse Estimate to use up to half of your full-retirement-age estimate, adjusted for an early claim.
Developer Style Guide
Use Safari Developer Tools here to test shared CSS before applying it across the app.Typography Scale
Persistent interface text should not fall below 12px.
Page title
24px
Investment Projection
Panel title
17px
Investments Through Retirement
Body
14px
Current plan and annual contribution details
Label
13px
Employee withholding
Caption
12px min
Imported through 06/25/2026
Metric value
24px
$9,180
Metric Cards
Financial Assets
$590,421
Cash
$193,976 32.9%
Investments
$396,445 67.1%
Panels & Readouts
Table Panel
Shared panel shellAnnual Cash Surplus$29,183
Available Project Cash$113,976
Ending Cash$81,347
Chart Panel
Chart area sample
Chart Canvas
Tables
| Default Table | Amount | Status |
|---|---|---|
| Cash Reserve | $80,000 | Current |
| US Stocks | $246,160 | Review |
| Debt | $0 | Done |
| Compact Table | Value | Input |
|---|---|---|
| ETRADE | $147,238 | |
| Home Equity | $323,000 |
Forms & Controls
Use compact controls unless a deliberate data-entry grid needs the full column width.Drawer / Review Cards
Properties Panel
Value
Notes
Done
Monthly SnapshotCreated 06/30/2026
Update
TransactionsImport through month end
CSS Test Notes
Good candidates for shared tuning: th, td padding, td input height, select height, .table-panel padding, .readout padding, and .settings-card padding.
New dropdowns must use the shared styled select rules. Default to .compact-select and a content-sized width; use a full-width select only when its surrounding form grid intentionally calls for it.
After testing in Safari, send the rule and value you liked, for example: #positionsTable td { padding: 6px 8px; }
Investment Holdings
Allocation Mix
Allocation Labels
Investment Allocation
Top Holdings
Edit Holdings Detail
Holdings Detail
Spending
This Year
Category Mix
Category Labels
Monthly Comparison
Spending Details
Transaction Details
Tracked
Year Grid
Bill Details
Tasks
All work
Filter
Time Tracking
All clients
Date
Filter
0:00
Timer Details
Not running
No timer details selected
Summary
Entries
Entry Details
Flow
All recorded work
Projects
All projects
Import Curriculum / Lessons
No curriculum imported
Archive
Completed work stored for reference
Clients
All clients and programs
Clients
Programs
People
People can be assigned to tasks and time entries for workload and billing review.
Work Settings
Tune task cards, Workday Flow, due-date urgency, and work display preferences.
Saving
Automatically save Work changes shortly after you finish editing. Undo and Redo remain available during this browser session.
Task Cards
Compact cards show only the task title, due date, and urgency status.
Workday Flow
Primary hours name your main work block. A longer pause starts a separate Morning or Evening block instead of becoming an internal gap.
Due-Date Thresholds
Cards with a due date can shift from green to amber to red as deadlines approach.
Wrike Workload Import
Import a filtered Wrike workload workbook, then assign each task to its Work program and project. People are matched by name and repeated multi-assignee rows are combined.
Real Estate
Property Details
Future Purchase Targets
Trends & History
Net Worth Trend
Snapshot Summary
Snapshots
Annual Plan
Import History & Backup
Unmapped Account Names 0
Transaction Import History
Import CSV files from Financial Accounts. This page keeps account-name cleanup and prior import history.
Position columns include Symbol/CUSIP, Description, Asset Class, Quantity, Price, and Value. Transaction columns include Date, Description, Category, Account, Amount, Debit, Credit, and Type.
Map Detected Account
Backup & Export
Time CSV is useful for billing. The JSON backup contains the full local app data file.
Use Advanced Data only for cleanup or recovery when the normal screens are not enough.
Copy for ChatGPT
Planning excludes names, account labels, identifiers, and transaction descriptions. Other selected sections may contain account nicknames or detailed financial activity; review the summary before copying.
Choose sections, then build or copy.Import Data
No CSV imported
No CSV imported
Advanced Data
This is the full local data file. Edit only when doing cleanup or recovery, and download a JSON backup first.