Insights
Same numbers Claude gives you. Transfers, card payoffs and loan-account mirror entries are left out so nothing counts twice.
Spending
Spent
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Income
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Net
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Refunds & credits
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Largest purchases
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| Category | Before | After | Change |
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Cash flow
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Upcoming bills
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Recurring amounts are Plaid's averages; dates are predictions.
Heads-up
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Flags are checks, not conclusions. Confirm with your bank before acting.
Debt
| Account | Balance | APR | Est. interest / mo |
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Interest is an estimate (balance × APR ÷ 12). Paying the highest-rate balance first usually saves the most interest.
Debt payoff
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