Operations
Review
Work through categorization, budget drift, recurring due dates, concentration, and import freshness from one page.
Category
Recent uncategorized rows (45D).
Budget
No current month budget.
Recurring
Next 14 days of recurring activity.
Holdings
No holdings snapshot yet.
Imports
No import runs recorded.
Needs Category
Recent uncategorized transactions from the last 45 days.
No uncategorized transactions were found in the last 45 days.
Over Budget
Current month categories where actual spend is already above plan.
No budget exists for this month yet.
Due Soon
Active recurring items expected in the next 14 days.
No recurring items are due in the next 14 days.
Coverage + Concentration
Check snapshot completeness before trusting position-level concentration alerts.
No holdings snapshot exists yet.
Import Freshness
Recent import activity and whether the latest run is aging out.
Import history will appear here after your first CSV, PDF, holdings, or Plaid run.