Tax workspace structure
Tax-tier access preview using seeded core financial records. Dedicated tax return and payment records are not yet seeded.
guided Personal demo
Follow one household from activity to the next decision.
Start with the everyday money loop: dashboard, transactions, recurring activity, cash flow, annual planning, and debt payoff. No sign-up or financial connection is required.
Synthetic sample householdRead-only app sessionSix guided stops
interactive sample
Three questions before any feature tour.
Try the review loop with synthetic values. These changes stay in this page and reset when you leave.
See
What can I safely spend?
Available before next payday
$3,980
A decision number with its inputs visible—not a score or an unexplained recommendation.
How the sample is calculated
- Operating checking
- $8,420
- Committed before payday
- −$2,940
- Protected cash floor
- −$1,500
The app session is read-only. Use the guide to inspect real seeded records; this small scenario is the resettable interaction layer.
inside the app
A visible route, not a tooltip parade.
The guide stays available as you move through the product. Each stop explains the decision, what supports it, and one useful interaction to try.
- 01
Home base
Start with the whole picture
- 02
Transactions
Trace the summary back to activity
- 03
Recurring
See the commitments shaping the month
- 04
Cash flow
Look ahead before spending
- 05
Annual plan
Connect the plan to actual activity
- 06
Debt payoff
Turn extra cash into a payoff decision
Optional Tax and Trader workspace previews
These are route-structure previews, not complete product demos. Their tax-return, payment, Schwab, execution, and trading-journal records are not yet seeded.
Trader workspace structure
Trader-tier access preview using seeded core financial records. Dedicated Schwab journal and trading records are not yet seeded.
Demo sessions use synthetic data and block external imports.Request access; connections become available after approval.