KobanDemo

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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.

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Goals

Savings goals

Goals

Group transactions under a goal to track money set aside. Assignments live on the transaction as a user overlay and survive every provider resync.

$

✈️

Lisbon, summer 202727 transactions

$3,400of $6,000

x

57% of target

🏡

Kitchen refresh25 transactions

$9,700of $15,000

x

65% of target

🛟

Six-month emergency fund25 transactions

$26,000of $30,000

x

87% of target