Finance Dashboard

One screen where all of my accounts finally agree with each other.

Why it exists

My financial life is spread across more than a dozen accounts — brokerages, banks, credit cards, retirement. Every tool I subscribed to could see part of the picture, disagreed with the others, and wanted a monthly fee for the privilege. So I cancelled them and built the view I actually wanted.

What it does

• Consolidates everything, nightly. Every account synced into one place while I sleep — no manual reconciliation, no "last updated 34 days ago."
• Net worth as a living number. One trend line, with the story of where it moved and why.
• Allocation and cash flow. What I own, where it sits, what's coming in and going out — answered in one glance instead of an afternoon.
• My rules, not a vendor's. Categories, groupings, and views defined the way I think about money, not the way a product manager guessed I might.

The honest catch

Aggregating your own financial data is a maintenance commitment — institutions change their exports, connections break, and nobody fixes it but you. The dashboard is worth it, but "build it yourself" here really means "operate it yourself."