Your personal finance hub. Sign in with your Microsoft 365 account.
🔒 Protected by Microsoft identity platform. Only authorized accounts can access this app.
Dashboard
Add Bill
Bank Sync
Connect your banks and credit cards via Plaid
Plaid ConfigurationSANDBOX
Plaid connects your banks and credit cards so transactions import automatically.
Enter your Plaid keys below. Use Sandbox for testing,
switch to Production once Plaid approves your app.
1. Sign up free at dashboard.plaid.com
2. Create a new app — note your Client ID and Secret
3. Start in Sandbox to test with fake bank credentials
4. Submit for Production access when ready for real banks
5. When approved, paste your Production secret below and switch the environment
Connected Accounts
Never synced
New Transactions to Import0 pending
🏦
No accounts connected yet
Click below to securely link your bank accounts and credit cards through Plaid.
Your credentials go directly to Plaid — this app never sees your password.
Sync History
New Budget Category
Extra room on top of this category's bills, for variable spending (gas, groceries, etc.). Leave at $0 if the bills are the whole budget. Bills are pulled in automatically — edit them in the Bills section.
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Income Sources
New Savings Goal
Add Transaction
Manage Sub-categories
Add a Debt
0 selected
Add Investment Account
⚠ Sync Conflict Detected
Someone else updated the shared budget data while you had the app open.
Which version would you like to keep?
Review Imported Transactions
Review and categorize transactions before adding them to your ledger. Uncheck any you want to skip.
Import Transactions — CSV
Navy Federal Credit Union:
1. Log in at navyfederal.org → select an account
2. Click Statements & Documents or the transaction history export option
3. Choose CSV format and your date range
4. Download and upload the file below ⚠ Navy Federal uses separate Debit/Credit columns — handled automatically.