T-Fin
Net worth
—
Month spend
—
Savings rate
—
Bills
All current
All current
Accounts
Checking · Savings · Cards
Plaid-linked
Transactions
Live feed · 30d
Plaid + manual
Subscriptions
Recurring charges
Cancel helper
Insights
Spending trends
Anomaly alerts
Cash Flow
90-day forecast
vs actual
Budgets
Per-category caps
YTD burn vs target
Savings Goals
Goal tracker
Auto-allocation
Investments
Schwab portfolio
Phase 1 · manual
Debts
DuPage cases
Settlement tracker
watchACTIVE
Tax
2025 prep
Q2 est · Jun 15
watch
Net Worth
Assets − liabilities
Monthly snapshot
Family Money
Maria · Tracy · Joint
7 + 6 cards
Income
SSDI pending · LTD denied
$3,790/mo if approved
watch
Health
Aggregated dashboard
Income · spend · debt · alerts
Mark Paid
Record a payment
Quick bill close-out
Add Bill
New recurring or one-off
Payee · amount · due
Cases
DuPage debt lawsuits
DuPage cases
watch
EOBs
Explanation of benefits
Insurance claim docs
Maria
Maria's financial view
Joint + shared tracking
Review bills
Bills + cash flow