Accounts and statements
Banks and cards read through Plaid, every day. Income & expenses, a balance sheet and a cash flow statement for any period, each figure opening the transactions behind it.
Private · by invitation
Fintheses is a private tool for one family’s accounts, statements and receipts: each person and company in its own books, the whole family’s view added up. There are no sign-ups; the workspace owner adds each person.
| USD$ | Q1 | Q2 | Q3 |
|---|---|---|---|
| Wages & salary | 42,800 | 42,800 | 44,100 |
| Investment income | 3,912 | 4,207 | 3,655 |
| Total income | 46,712 | 47,007 | 47,755 |
| Home | (9,120) | (9,120) | (9,486) |
| Food & drink | (4,388) | (4,021) | (4,610) |
| Travel | (2,140) | (6,875) | (1,302) |
| Other spending | (7,904) | (8,230) | (7,566) |
| Total expenses | (23,552) | (28,246) | (22,964) |
| Net income | 23,160 | 18,761 | 24,791 |
Banks and cards read through Plaid, every day. Income & expenses, a balance sheet and a cash flow statement for any period, each figure opening the transactions behind it.
Statements filed by account and month and checked against the transactions; receipts matched to their purchases; tax papers and policies alongside.
Read only: it never moves money or sends anything on its own. The database decides who sees what, and account numbers are kept to their last 4 digits.