Parent finance overview

Scan the monthly forecast, spending pressure, recurring bills, and kid-safe visibility before connecting a bank.

Forecast, bills, and reviews
Last synced

What needs attention today

Review 9 decisions to trust this month.

Review improves budgets, category rules, and kid-safe lessons.

9 reviews
Preview Liam
Last synced 42 days ago9 reviews can improve trustDemo projections · 2 visible · 1 hidden

Am I on track?

Actual activity, projected month-end net, and zero-line risk.

Projection confidence
Stale sync

Monthly cashflow forecast

Actual income and spend with projected net by month end.

Watch pace · $2,584.28

What needs review?

Cleanup work that improves the forecast and child-safe explanations.

12

Category rules

Reviewing this item sharpens the forecast and kid-safe explanations.

22

Recurring bills

Reviewing this item sharpens the forecast and kid-safe explanations.

31

Spend plan

Reviewing this item sharpens the forecast and kid-safe explanations.

41

Uncategorized

Reviewing this item sharpens the forecast and kid-safe explanations.

50

Trusted outlook

Projection trust improves as review work clears.

What changed?

Top categories, projected spend, targets, and daily correction.

Food & dining

$296.55 spent · $2,298.26 projected · $179.4 target

Over pace

Reduce by $78.48/day to recover.

Shopping

$128.44 spent · $995.41 projected · $122.32 target

Over pace

Reduce by $32.34/day to recover.

Transportation

$58.8 spent · $455.7 projected · $44.1 target

Over pace

Reduce by $15.24/day to recover.

Personal care

$49 spent · $379.75 projected · $49 target

Over pace

Reduce by $12.25/day to recover.

Entertainment

$36.98 spent · $286.59 projected · $27.98 target

Over pace

Reduce by $9.58/day to recover.

What is coming due?

Confirmed and estimated bills coming up in the next cycle.

Estimated

Netflix

Jul 31

$19.99

$3 change

Estimated

Neighborhood Gym

Aug 1

$49

Estimated

Apple Music

Aug 2

$16.99

$6 change

What can my kid see?

Parent-only accounts stay hidden while each child sees only assigned money.

Family Checking

LiamVisible
EllaHidden

Kids Savings

LiamHidden
EllaVisible

Parent Credit Card

LiamParent-only
EllaParent-only