Demo household data

Child-safe visibility review

Review which accounts each child can see before balances, transactions, and lessons appear in kid dashboards.

Privacy assurance

Parent-only accounts stay out of kid dashboards and explanations.

Visible links

2

Parent-only

1

Children

2

Child visibility matrix

Scan exactly which linked accounts each child can see. Parent-only accounts stay out of kid dashboards and kid transaction explanations.

Kid-safe boundary summary

2 account-child links can reach kid dashboards. 1 parent-only account and hidden transactions stay out of kid balances, ledgers, and explanations.

Server-scoped reads

Linked accounts

3

Parent-only

1

Child profiles

2

Kid preview summary

Liam sees $1,240

1 visible account · 2 hidden from this kid

Preview Liam
Family Checking

Kid preview summary

Ella sees $386

1 visible account · 2 hidden from this kid

Preview Ella
Kids Savings

Family Checking •••• 0000

Plaid Sandbox · $1,240

Visible to 1
Liam
Visible
Ella
Hidden

Kids Savings •••• 1111

Plaid Sandbox · $386

Visible to 1
Liam
Hidden
Ella
Visible

Parent Credit Card •••• 2222

Plaid Sandbox · -$218

Parent-only
Liam
Hidden
Ella
Hidden