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Advisor
Sign in to your private financial advisor.
Enter your six-digit code to open Advisor.
Sign in to your private financial advisor.
Reviewing your next financial event.
Connect with Plaid to replace linked account balances and import transactions automatically.
Posted CSV and Plaid deposits count in the same ledger. Pending Plaid deposits remain provisional until posted or removed.
Transfers are visible for matching. A transfer counts only when linked to genuine income; internal account and savings transfers remain excluded.
Funds classify money already held in your linked bank accounts. They carry forward until you add, spend, or transfer money and do not reset with the monthly budget.
Your primary checking account powers the forecast.
I’ll use the financial information already inside Advisor before asking for anything else.
Controls are grouped so the page stays calm.
Create a blank, isolated workspace for a business. Your personal budget stays exactly as it is.
Advanced controls stay available inside expandable sections even when this is off.
Remove the locally stored budget snapshot, calculator history, sync markers, and downloaded app files. Advisor conversations and saved chats are preserved. Your saved accounts, bills, transactions, and settings on the server are not changed.
Optional. Advisor resolves clear requests locally and uses Groq only when the wording needs interpretation. Short recent context is included only for follow-up questions. Advisor performs every financial calculation from saved app data and verifies the result; a second AI relevance check runs only when interpretation confidence is not high. The AI cannot replace Advisor’s figures or change data. Passwords, Plaid credentials, API keys, routing information, and full account numbers are never included.
Safely retires a pending copy only when one posted transaction has the same account, amount, direction, type, date, and merchant. Ambiguous repeated purchases are left alone.
Creates one visible, paid, non-recurring Bills item per card and past month from confirmed Plaid payments. It also removes every future or recurring card-payment Bill.
CSV removal never changes Plaid data or account balances. Plaid repair preserves the posted transaction and reverses any duplicate pending budget allocation.
Advisor can remember your aliases, definitions, preferences, categories, household references, and safe action meanings. Financial formulas and saved data are never changed by a language correction.
Reports use verified app totals. AI may write the short summary, but it cannot change any amount. Refresh a report here after categorizing prior activity to rebuild that month from the latest ledger.
This check does not display or change your financial records.
Remove the financial plan and begin again while keeping connected Plaid institutions and their linked cards/accounts.