Good to see you, Alex
Your money, watched over by an agent that acts on your behalf.
Total balance
$30,432.19
Across all accounts
Money in · 30d
$3,323.11
Deposits & interest
Money out · 30d
$832.31
Spending & transfers
Blue Bottle Coffee
Dining · 5h ago
-$6.75
Whole Foods Market
Groceries · 22h ago
-$84.32
Payroll — Northwind Inc
Income · 1d ago
+$3,200.00
Con Edison
Bills · 2d ago
-$142.60
Round-up transfer
Transfer · 3d ago
+$45.00
Amazon
Shopping · 3d ago
-$58.99
Uber
Shopping · 4d ago
-$21.40
Interest earned
Income · 5d ago
+$78.11
Tartine Bakery
Dining · 6d ago
-$18.25
Transfer to Savings
Transfer · 7d ago
-$500.00
Everyday Checking
•••• 0042 8891
$8,452.19
High-Yield Savings
•••• 0042 7734
$21,980.00
Tawifin Debit · Virtual
•••• 4021 · Active
Agent watching your accounts in real time
You're holding $8,452.19 in checking. Moving $6,500.00 to High-Yield Savings would earn ~4.3% APY.
tool · core-banking.suggestSweep
Dining is your fastest-growing category this month at $25.00. I can set a smart limit and nudge you when you're close.
tool · insights.categoryTrend
Based on your cashflow, you can comfortably afford a loan payment up to $950.00/mo if you ever need financing.
tool · rules-engine.affordability