Dashboard
Financial Confidence Meter
Building Momentum
Goal progress
0%
$0 booked of $85k
Forecast chance above $85k
0%
01
Budget Summary
Booked Income$0
Expenses$0
Booked Net$0
02
Income Forecast
Booked$0
Expected$0
Expected Net$0
Optimistic$0
Optimistic Net$0
Still Open$0
03
Freedom & Growth
Freedom Score0%
Months Covered0
Missed Revenue$0
Capacity Used0%
Income Confidence
Booked vs expected path
Booked by date
Expected path
December
Booked $0
Expected $0
Balance Sheet
AccountsMonth Sheet
Monthly Summary
Ledger filteredExpenses
Income
Same-month comparison
Historical Comparison
Compare the selected month against the same month in past years.
Same Month Across Years
Income, expenses, netSame Month Table
Selected monthYearly Shape
Selected year vs historical averagePast-year drilldown
Year Detail
A month-by-month view of the selected year, so older years are explorable instead of just summary rows.
Monthly Breakdown
Income, expenses, netYear Summary
Selected yearAccumulated Income by Category
Accumulated planned income by booking dateCategory layers use detailed booked-date rows when available. Older imports without category detail show as comparison totals.
Budget Categories
Edit income and expense categories used by the Budget ledger and Year Detail chart. Existing row labels stay visible.
Category Library
Budget tracker onlyExpense Tracker
Daily spending ledger. Budget receives one automatic monthly rollup.
Daily Expense Ledger
Editable source for monthly rollupsTesla & public charging
Charging Costs
Recognized charging sessions of $50 or less are routed here and rolled into the selected month’s budget.
Charging Session Ledger
Automatic bank matches + manual entries
Automatic rule
Tesla, Chargie, Blink, ChargePoint, EVgo, Electrify America, Volta, Shell Recharge, FLO, AmpUp, PowerFlex, SemaConnect, Francis Energy, Loop EV, EV Connect, and Rivian.
Charges above $50 stay in the regular Expenses Tracker and do not enter this rollup.
Expense Categories
Edit the day-to-day expense categories only. Budget categories stay separate.
Category Library
Expenses tracker onlyExpense Analytics
See monthly burn, category concentration, and where everyday spending is drifting.
Expenses by Month
Selected yearCategory Mix
Top categoriesCategories by Month
Monthly totalsBank Expense Intake
Connect Plaid or SimpleFIN in Net Worth, then pull posted bank expenses into this tracker.
Automatic Intake
Plaid + SimpleFIN transactionsImported bank rows are marked paid and can still be edited after import.
How It Works
Setup guide- Connect Plaid or SimpleFIN from Net Worth.
- Choose this tab and press Pull bank expenses.
- Review imported rows in the expense ledger.
- Rename categories if a bank label is too broad.
Last Import
Bank transaction statusNo bank expenses imported yet.
Create Invoice
PDF downloadLine Items
Preview
Saved Invoices
Edit, preview, or download againTemplates
Different invoice occasionsAdd Template
Reusable copyInvoice Settings
Defaults for new invoicesTemplate Logic
How it worksSettings hold your business and payment defaults. Templates hold reusable wording. Each invoice draft can still override currency, tax, client, line items, and notes before export.
Missed Engagement Ledger
Missed Work by Month
Date booked vs date playedPotential Revenue
Excludes already bookedInquiry Pipeline
Inquiry to quote to booked/lostAdd Inquiry
Feeds forecastLive Net Worth Curve
Actual cashflow plus forecast driftNow$0
12-month projection$0
Range shown$0
Now
$0
Current net worth
Account Values
Last sync: Never
What Happens If I Keep Doing This?
Parameterized forecast modelAssumptions
EditableBooking Confidence
Generated from history, seasonality, and bookingsFinish Probability
Above target0%
Forecast Formula
Compact view of the live inputs used by the confidence model.
Selected Month Signal
Booked vs expected visibilitySeasonality Visualization
How much is usually booked by dateFreedom Breakdown
Runway and decision capacityAI Evaluation Box
Ready for AIAsk a money decision and I will send the live numbers to ChatGPT.
Purchase Decision Scan
Score based on runway, cost, value, and forecastAdd Item
Decision recordDecision Goals
Used by Freedom Score and spending suggestionsGoal Context
What gets protectedSavings Growth Calculator
Monthly expense reduction investedGrowth Output
Saved money invested monthlyLong-Term Potential
Monthly savings compounded over timeFinancial Advisor AI
ChatGPT + all Financial OS data
Ask Anything
ReadyAutomatic Intake
Email, text, and gig-request intake is still being designed. It will stay unavailable until the workflow and privacy controls are ready.
Review before applying
Financial Data Import
Upload exported budgets or expense files. Nothing enters the ledger until you approve the preview.
Analyze a File
8 MB maximum
Private by design
The signed-in server parses this file in memory. The original document is not retained.
Choose a file to begin.
Review Import
No previewNo file analyzed.Recognized rows will appear here for review and selection.
Import History
Audit trailHermes Integration
Hermes is currently private to Kevin’s administrator workspace. A separate, isolated connection flow for other users will be added later.
Administrator only
Hermes Integration
Allow Hermes to read and add records only inside Kevin’s workspace. Turning this off blocks Hermes at the server without deleting its activity history.
Hermes Activity
Every automated change stays visible
No Hermes changes yet.
Entries created by Hermes will appear here with undo and redo controls.
Your workspace
Features
Choose what appears in your account. Turning a feature off never deletes its saved data.
EV Tracker
Show a dedicated EV charging ledger and its automatic charging-cost rules in Expenses.
Bank Connections
Show Plaid and SimpleFIN connections, account sync, and bank expense imports.