One connection brings in every account, the house counts as what it is worth to you, and your spending matches your statement — with what your debt costs you in dollars each month.
Total marked incomplete — 1 position (private fund) couldn’t be priced. It is named, not counted as zero.
What you get
One balance sheet spans checking, cards, loans, brokerage, the 401(k) and the house — so what you own and what you owe land in the same total instead of five apps you reconcile by hand.
Screenshot your brokerage app, upload a PDF statement or drop in a spreadsheet — Finode reads the positions and shows them to you to confirm.
Attach the mortgage to the property and you see your equity — what the house is actually worth to you — not just an estimate of its price.
Card payments and moves between your own accounts stay visible but out of your spending totals — the single reason most budgeting numbers are wrong by a month’s rent.
What interest takes from you this month, and a rate weighted by what you actually owe — not the average of the numbers on your statements.
$26,500 at 0.01% when 5.1% is available reads as $1,340 a year — a sentence you can act on, not a rate you have to convert.
A ledger that matches your statement, a savings rate split into fixed, variable and tax, and the interest your debt costs you this month.
$742 of interest this month, in dollars — not an average of the rates on your statements.
You’re leaving $1,340 a year on the table.
$26,500 sitting in savings at 0.01%, against 5.1% available. Quoted in dollars, not basis points.
Every number shows its source. Anything we couldn’t measure is named, never counted as zero, and anything we assumed is labelled as ours.
How we handle your money and data →The rest of Finode
One connection, or a screenshot of your brokerage app. Everything above starts working the moment you link something.