Family calendar
Today
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Our family dashboard
Good morning
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Poche Beach
Today’s tides
Reading today’s tide pattern…
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Shared list
Shopping
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Next up
Around the House
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Something to look forward to
Family countdowns
Our family rhythm
Family Calendar
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Shared with the family
Family Lists
What we need
Shopping List
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Repairs · Improvements · Projects
Around the House
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Everything in one place
Account Balances
Total balance—
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Balances update with the morning financial sync.
Our path home
The Dream Home Climb
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Monthly opening balance · Merrill
Chase · Wells Fargo · Schwab
Family Expenses
Spent—
Needs review0
Top category—
Where it went
By category
—total
Spending rhythm
This week
Household split
Who it was for
Full breakdown
Household expenses
Transaction inbox
To Assign
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Selected period
By category
Wells Fargo + Schwab · January 1 → August 14
Household Income
Posted take-home pay
Income statement
Month by month
BenSheri
Income mix
Who brought it in
—take-home
Smart signals
What stands out
Paycheck stream
Every deposit
Confirmed paycheck deposits from Wells Fargo and Schwab only. Transfers, refunds, rebates, interest, Venmo, Greenlight, the branch deposit and tax refund are excluded from earned income.
Merrill managed
Portfolio Today
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Portfolio value—
Today——
HoldingValueToday%
Holdings from Merrill · Market pricing refreshes automatically when configured
Monday → Friday
Weekly Scorecard
Week start—
This week——
Current / close—
HoldingMondayNowWeek
Performance excludes net deposits and withdrawals when cash-flow data is supplied.
What made us money?
Winners & Losers
Investment performance——
Biggest winners
Biggest losers
Ranked by dollar contribution so the biggest drivers of family wealth stand out.
What changed?
Portfolio Activity
This week
Bought / Added
Sold / Reduced
New, added, reduced and closed positions from Merrill investment activity.