Will & Nicole
connecting...

Net worth over time

Net worth projection

Breakdown

Key progress

Joint accounts

Will's accounts

Nicole's accounts

Credit card balances

Update balances

Records a net worth snapshot for the chart.

Enter paychecks
Step 1 of 4
Will's paycheck
Nicole's paycheck
Work the transfer checklist
Step 2 of 4

Recommended order: rent → shared → credit cards → debt → goals → savings. Edit "i did" if your amount differed, check off as you go.

Allocate what's left
Step 3 of 4
Put any remaining money into accounts below. These update balances and log as transfers on commit.
Unallocated
Review & commit
Step 4 of 4
Pay period summary
Ready to commit?
Updates all balances, goals, credit cards, and logs a net worth snapshot.

Payday history

Planned vs actual

Spent by category

Add a goal

Add transaction

Credit card balances

Recent transactions

Priority action plan

    Recommended allocation (live from settings + goals)

    Goal funding plan

    Net worth milestones

    Every number the tracker uses lives here. Change it, save, done — no redeploys.

    Fixed transfers per paycheck

    Targets & caps

    Limits & schedule