Check the services to include in your analytics. Uncheck to exclude (prevents double-counting when data is synced between modules).
Mark which portfolios count toward Investable Assets (used in FI progress) and Emergency Fund sources.
Push data between services to consolidate your picture. Synced entries are tagged so re-syncing replaces (not duplicates) them.
Override any calculated metric. Leave blank to use the calculated value. Overridden KPIs show a 📌 badge on the Overview tab.
Manually set income and expenses for each column of the Cash Flow Trend table when the transaction-computed values are incorrect. Leave blank to use calculated values.
Placeholder shows the current transaction-computed value. Net savings and savings rate are recalculated automatically. The 3-mo Avg values also drive the primary Income, Expenses, and Savings Rate KPIs when set.
Mark a coverage type as “in place” even if no policy is recorded. Use this when you have coverage but haven’t added full policy details. The system will treat you as fully covered for that type.
Enter the total liquid cash and savings you hold outside of investments (e.g. HISA, chequing, etc.). This boosts your Cash Flow & Savings score based on how many months of expenses it covers. Having any Passive Income entry with a Yield % automatically awards the maximum score (20/20).