No bank connection required

Guided household finance tour

Evaluate the parent finance + kid-safe money workflow in one flow: parent scan, review queue, visibility check, kid preview, then setup. No bank connection required.

Open parent finance center Review child privacy

Parent action

Confirm the assigned accounts still match each child.

Kid lesson

Regular allowance activity is easier to understand when it appears in a simple ledger.

Privacy check

2 parent-only accounts hidden from kid view

Guided tour

1. Parent scanForecast, category pressure, bills, review work, and child visibility in one pass.2. Review queueClear transactions, category rules, and recurring bill checks that improve trust.3. Visibility checkConfirm which accounts are visible, hidden, or parent-only before a child signs in.4. Kid previewOpen the exact child-safe money view a kid would see.

Setup order

Parent links household accounts

Parent assigns only child-safe accounts

Child sees assigned balances and learning context

Parent reviews requests before ledger entries post

Scenario

Parent finance intelligence

Guided household data for cashflow, categories, subscriptions, and spend planning.

Demo household

Cashflow

$214

$3.8k in / $3.6k out

Surplus this month

Top category

$642

Groceries

18% of tracked spend

Subscriptions

$89

Monthly run rate

3 recurring charges due this month

Budget projection

On track

$3,620

$3,700 baseline

$80 under pace

Parent control center

Family Checking

Plaid Sandbox •••• 0000

$1240.35

Visible to Liam

Kids Savings

Plaid Sandbox •••• 1111

$385.50

Visible to Ella

Parent Credit Card

Plaid Sandbox •••• 2222

$218.42

Parent-only

Normal household rhythm

Allowance and goal activity are visible to kids, while parent-only spending stays out of their view.

Assign

Choose which accounts each child can see.

Review

Approve requests before they become ledger entries.

Hide

Keep adult-only transactions out of kid views.

Child-safe view

Liam's visible balance

$1240.35

Made for ages 8-12. Parent-only accounts stay hidden.

Weekly allowance

Jul 3

$12.00

Bookstore request approved

Jul 2

$8.50

2 parent-only accounts and their activity are excluded because they were never assigned to Liam.

Ready to inspect the full parent and kid workflow with seeded household data?

Open full household walkthrough