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Demo household
No bank connection required

Parent finance command center

See the financial decisions a parent can make in one subscription: projected spend, recurring bills, category pressure, forecast trust, and kid-safe visibility.

Weekly parent money review

Financial analytics value

Project the month, spot recurring bills, find category pressure, clean the imported data, and confirm kid-safe scope in the order a parent reviews money each week.

Month ahead

$2,584

$4,416 projected spend

Recurring bills

$86

3 due in the next 30 days

Category pressure

Food & dining

$2,119 projected variance

Projection trust

6 review items

5 category fixes waiting

Kid-safe scope

2 child-visible

Parent-only accounts: 1; 0 held back

Today's review

Kid-visible
Needs review

Decide whether Weekly allowance (+$12.00) should be reviewed, explained to Liam, or kept parent-only.

Money decisions

What needs attention

The short list that changes projections, kid visibility, or today's parent decision.

7 open

Review queue

3 high priority

6 forecast inputs need category, recurring, or spend-plan review.

Review forecast inputs

Check freshness

Last synced

Use Last synced and Request refresh language; projections should wait for Plaid updates.

Preview child-safe money

Request pending

A pending kid request should be reviewed against the child-visible balance.

Kid-safe money scope

Account visibility

Select a child and confirm which accounts are safe for that kid view.

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

Pending request

Bookstore request

Liam wants $8.50. Visible balance after approval: $1231.85.

pending

Bank update status

Last synced: seeded data snapshot.

Projection trust review

Accounts and reviews

Keep the overview focused; use detail workspaces when you need account setup or transaction review.

Accounts

3

Last synced 7 days ago

Transaction review

4

6 items can improve projections.

Transaction review controls

Demo data for review, category, and kid-visibility controls before a bank connection is needed.

Demo data only

Reviewed

0

Hidden from kid

0

Rows shown

2

No transaction review changes yet
Weekly allowance+$12.00
Jul 3• Family Checking• Income
Imported
Needs review
Kid visible
Kid label: Money in
Bookstore request approved-$8.50
Jul 2• Family Checking• Uncategorized
Imported
Needs review
Needs category
Kid visible
Kid label: Needs parent review