KobanDemo

Dashboard
Transactions14
Review
Insights
Goals
Cash flow
Accounts
Investments
Categories
Recurrings
Rules
Settings

Chats

Cash

Home Projects$10,089.10
Jordan's Checking$3,011.56
Cash$714.85
Alex's Checking$3,921.99
Emergency Fund$27,532.39
Household Checking$40,022.66
Vacation Fund$3,400

Credit cards

Travel Rewards Card$465.43
Everyday Rewards Visa$1,720.31

Investments

Alex's Roth IRA$52,368
Joint Brokerage$112,678
Jordan's 403(b)$136,770

Other

Jordan's Student Loan$9,680
Car Loan$13,640
Townhouse Mortgage$278,360

Synced yesterday

15 accounts · 2,219 transactions. Last sync Oct 27, 6:00 PM.

Loading dashboard

Search

Search chats, transactions, evidence, and pages

Loading account

Northstar Bank

Northstar Bank

Everyday Rewards Visa

•••• 4242

Current balance

$1,720

1

,

7

2

0

.31

3

1

+22.13% · 1MIncluded in net worth

Balance history

Synced account snapshots

Transactions

Latest activity, grouped by posted date

View in Transactions

Tuesday, October 27, 2026

Sunline FuelFuel🚗Transportation$43.79

Monday, October 26, 2026

SQ *MAPLE ST MARKETSquare purchase🏷️Other$23.40

Sunday, October 25, 2026

Food Bank of RiversideMonthly donation🎁Gifts & Giving$25

Saturday, October 24, 2026

Juniper MarketWeekly groceries🍽️Food & Dining$121.14 nytimes.comDigital subscription🎬Entertainment$8

Thursday, October 22, 2026

Lotus Noodle HouseTakeout🍽️Food & Dining$36.20

Tuesday, October 20, 2026

Sunline FuelFuel🚗Transportation$47.09 Chewy.comBiscuit's food and treats🐾Pets$55.07

Saturday, October 17, 2026

Juniper MarketWeekly groceries🍽️Food & Dining$152.01 CVS PharmacyPrescriptions and essentials🩺Health & Fitness$29.64

Friday, October 16, 2026

Riverside Animal HospitalBiscuit · X-ray and follow-up🐾Pets$412.60

Wednesday, October 14, 2026

WalmartHousehold supplies🛍️Shopping$37.15

Tuesday, October 13, 2026

Sunline FuelFuel🚗Transportation$46.19

Sunday, October 11, 2026

CostcoBulk groceries and household🍽️Food & Dining$168.96

Saturday, October 10, 2026

Juniper MarketWeekly groceries🍽️Food & Dining$141.29

Thursday, October 8, 2026

Credit Card PaymentFrom Household Checking🔁Transfer+$1,448.32

Tuesday, October 6, 2026

Sunline FuelFuel🚗Transportation$48.62

Monday, October 5, 2026

Jiffy LubeOil change🚗Transportation$84.65

Categories

October 2026

🍽️Food & Dining$792.12

🐾Pets$467.67

🚗Transportation$270.34

🩺Health & Fitness$93.64

🛍️Shopping$37.15

🎁Gifts & Giving$25

🏷️Other$23.40

🎬Entertainment$8

Recurrings

Recurring charges detected from this account's posted history

SSunline FuelWeekly · next Nov 3🚗Transportation$46.52 FFood Bank of RiversideMonthly · next Nov 24🎁Gifts & Giving$25 JJuniper MarketWeekly · next Oct 31🍽️Food & Dining$135.05

nytimes.comnytimes.comMonthly · next Nov 23🎬Entertainment$8 LLotus Noodle HouseWeekly · next Oct 29🍽️Food & Dining$44.12

chewy.comChewy.comMonthly · next Nov 19🐾Pets$59.40 CCVS PharmacyMonthly · next Nov 16🩺Health & Fitness$27.74 CCostcoMonthly · next Nov 10🍽️Food & Dining$196.85 AApple iCloud+Monthly · next Nov 2💻Software$2.99 RRiverside YMCAMonthly · next Oct 31🩺Health & Fitness$64

Last synced Oct 27, 6:00 PMAll accounts