Data Trust
Data Quality
Audit category coverage, duplicate imports, holdings coverage, recurring drift, and import gaps from one page.
Coverage
31 uncategorized transaction(s).
Duplicates
0 candidate group(s) in 12M.
Imports
8 missing month(s), 0 noisy run(s).
Holdings
No funded investment accounts need holdings coverage.
Recurring
0 missing candidate(s), 0 stale active item(s).
Category Coverage
Uncategorized transactions degrade budget rollups, recurring scans, and advisor briefs.
| Date | Merchant | Account | Amount |
|---|---|---|---|
| 2026-04-14 | CREDIT CARD 3333 PAYMENT *// | Chase Plaid Saving | -$25.00 |
| 2026-04-13 | ACH Electronic CreditGUSTO PAY 123456 | Chase Plaid Money Market | -$5,850.00 |
| 2026-04-13 | CD DEPOSIT .INITIAL. | Chase Plaid CD | -$1,000.00 |
| 2026-04-12 | Touchstone Climbing | Chase Plaid Credit Card | -$78.50 |
| 2026-04-10 | FUN | Chase Plaid Checking | -$89.40 |
| 2026-04-09 | INTRST PYMNT | Chase Plaid Saving | $4.22 |
| 2026-03-25 | Tectra Inc | Chase Plaid Credit Card | -$500.00 |
| 2026-03-24 | AUTOMATIC PAYMENT - THANK | Chase Plaid Credit Card | -$2,078.50 |
Showing 8 of 16 recent rows.
Duplicate Candidates
Candidate duplicates share account, date, amount, and normalized description in the last 12 months.
Nothing to review here right now.
Import Coverage
Missing months, stale runs, and noisy imports all reduce confidence in the current dashboard state.
Missing transaction months in the trailing 12-month window: 2025-12, 2025-11, 2025-10, 2025-09, 2025-08, 2025-07, 2025-06, 2025-05.
Recent import runs completed cleanly.
Holdings Coverage
Investment accounts with balances but no current holdings snapshot leave allocation and drift review incomplete.
0 of 0 funded investment account(s) are covered by the latest holdings snapshot.
Add or fund a brokerage, retirement, HSA, or crypto account before holdings coverage becomes part of the review queue.
Recurring Sync
Missing recurring candidates or overdue active items usually mean the recurring ledger needs a fresh scan or review.
Detected from transactions but not currently active in the recurring ledger.
Active recurring items whose next expected date is now overdue.
No missing recurring candidates were found in the latest scan.
No stale active recurring items were found.