Transaction truth
Plaid-imported transactions keep their account, merchant, category, date, amount, and pending state clear.
SOURCETRANSACTION LEDGER
NORTH · 42F · 22:14
SAMPLE · NET / M+$2,770
SAMPLE · BUDGET62%
SAMPLE · DAY · PORT+1.18%
Fig. 01 — The desk, facing outward[view:22·14]
§ CapabilitiesInstruments,
Instruments,
not decorations.
Every surface is functional. No throwaway graphics, no vanity charts, no placeholders dressed as insight. If it's on the screen, it's load-bearing.
Budget visibility
Spent-so-far is always derived from transactions, never stored. Categories flex with how you actually live.
LIVENO STALE MIRRORS
Paper trading
Create a USD practice portfolio and record hypothetical stock trades without touching a brokerage account.
$100KDEFAULT PRACTICE CASH
§ MethodThree steps.
Three steps.
Nothing ornamental.
- 01
Read every transaction
Import transactions, review merchant and category details, and keep the original account context visible.
- 02
Set the month
Build monthly category budgets with spent-so-far totals derived from imported transactions.
- 03
See the portfolio
Track connected holdings and view totals in your profile currency with current FX rates.
The offerClose the browser tabs.
Close the browser tabs.
Open the desk.
Import bank transactions, set monthly budgets, and review connected holdings from one private workspace.
Ledger · previewSample
2026-04-16Whole Foods-42.18
2026-04-16Payroll+3,240.00
2026-04-15Blue Bottle-6.25
2026-04-15Rent-1,875.00
2026-04-14Dividend · VTI+38.40