Banking & Calculators
Securely link banking accounts, track budget health, and project long-term financial decisions.
Your Accounts
Manage your connected bank accounts and cards
Demo Simulator Tools
Click to fire transactions and edit Chase Checking balance. Visit the Budget Health (Demo) tab to inspect category bar animations and overall score updates!
All Connected Transactions
Review, categorize, and rate bank feed history using Plaid personal finance categories
| Date | Merchant | Account | Plaid Category | Rating | Amount |
|---|---|---|---|---|---|
| Jun 23 | Starbucks Coffee | Chase Checking | -$6.50 | ||
| Jun 22 | Plaid Sandbox Payroll | Chase Checking | +$1,500.00 | ||
| Jun 21 | Netflix Subscription | Chase Checking | -$15.49 | ||
| Jun 20 | Target Grocery | Chase Checking | -$45.20 | ||
| Jun 19 | Apple Store Purchase | Apple Card | -$450.20 |