Sunday, November 8
Sample data
Weekly check-in ready2 to discuss

Good morning, Courtney and Max

You're up $2,140 this month, spending is running a little under plan, and the auto policy renews in 20 days.

Courtney and Max clinking coffee mugs outside their home while Kirby and Odeon wag their tails

Getting set up

1 of 5 done

Nothing is connected yet, so there is nothing to show. Work through these in any order. Home fills in after your first bank syncs.

Want to see what it looks like full?

Markets

The Daily Brief

Markets, companies, and the stories on our radar. Sunday, Nov 8

Headlines link to the original source. Summaries, "why it may matter" and explanations were written for this prototype from those articles. They are not advice. Ownership tags only show holdings you can already see.

Market calendar

Saved for later

Net worth
$490,200
+1.2% this month
Jun+$38,200 since JuneNov
Cash
$42,450
About 5 months of spending
Cushion goal: 6 months5 of 6
Invested
$512,900
+$812 on Friday
Stocks 79%Bonds 18%Cash and other 3%
Owed
$65,150
Car loan paid off by Aug 2028
Car $34.6kStudent $26kCard

This month

Spending is $310 under where we usually are by now.

Weekly plan $1,450
Oct 6Oct 13Oct 20Oct 27This week

Our calendar

See calendar
Auto insurance renewsCompare quotes before Nov 28
In 20 days
Open enrollment closesMax's benefits
Dec 1
RentAutopay from joint checking
Paid
Vet visit for OdeonPuppy shots, $180 estimate
Nov 14
Max owes Courtney
A calendar check draws itself while Courtney and Max celebrate

Two things to talk about at this week's check-in: the streaming bundle and bumping the Italy goal.

Our tasks

Latest comments

Our goals

3 shared · 1 personal
A paper plane flying toward the Italy goal

Italy, spring

$4,200 of $6,000
About 3 months at this paceOn track

Rainy-day cushion

$33,000 of $36,000
Almost there

Next home

$41,000 of $90,000
Add $300 a month to stay on paceBehind

Little moments

How the app says "loading" and "done"
Kirby playing fetch while balances load

Fetching balances

Loading

Kirby plays fetch while accounts load.

A sync ring circling the house while Odeon waits

Updating

Syncing

A small sync ring circles the house during refresh.

Courtney and Max raising a toast as confetti falls for a finished goal

Goal reached

Celebrate

A toast and confetti, once, when a goal is funded.

A calendar check draws itself while Courtney and Max celebrate

All caught up

Done

A high-five when nothing needs a look.

A bill receipt gets a paid check stamp

Bill paid

Paid

The stamp pops on when a bill posts.

An insurance shield with a ringing reminder bell

Renewal coming

Heads up

The bell rings for renewals and deadlines.

Ask is thinking, with Kirby waiting for the answer

Ask is thinking

Thinking

Dots bounce while Kirby waits for the answer.

Courtney and Max clinking coffee mugs outside their home while Kirby and Odeon wag their tails

Weekly check-in

Ready

Coffee and a cheers to start the money date.

Not connected yet

Money

Spending, bills and who owes what show up here once a checking account or card is connected.

Choose what you share
On plan

Money

You've spent $3,980 of a $6,400 plan so far this month, and rent is already paid. One new subscription needs a look.

Courtney and Max at a table with a laptop and coffee, Odeon under the table
Spent so far
$3,980
of $6,400 plan
62% of planIncludes rent
Coming in
$15,600
Take-home this month
Courtney $8,100Max $7,500
Left to spend
$2,420
About $105 a day
Nov 122 days leftNov 30
Bills
4 of 10
paid, next is Nov 15
$3,530 paid$6,230 to go

Accounts

Household totals only count shared accounts. Private ones stay with their owner.

Connected read-only through Plaid. Home Base can see balances and transactions, and can never move money. Manage connections

November plan

Spent / plan

Statements

Monthly statements from your banks, the same PDFs the bank sends. Checking and savings only.

Transactions

Tag who each charge belongs to. Split asks for the share. Owed means the other person owes all of it. Joint accounts are shared automatically.

Settle up

Max owes Courtney
$0
Payments

Bills and subscriptions

This month
Not connected yet

Invest

Connect a 401(k), IRA or brokerage account to see holdings, how they moved and how they are split.

Markets
Read-only6 accounts

Invest

Courtney and Max beside a growing plant
Composite

Courtney and Max

Portfolio market value
Daily change

Asset allocation

How our holdings have moved

Today's shares priced back through time, next to the S&P 500 starting from the same amount. It leaves out money added along the way.

Holdings

Accounts

Value and today
Not connected yet

Goals

Goals track progress against a savings account. Connect one first, then pick what you are saving for.

3 on track1 behind

Goals

$80,000 saved across four goals, with $1,650 a month going in automatically.

Courtney and Max sketching the outline of their next home

Decisions

Buy, invest, split, wait or pay down. Each one starts private.

Where the monthly $1,650 goes

Next milestones

Rainy-day cushion full$3,000 to go at $500 a month
May
Book Italy flightsFares usually dip in January
Jan 15
Next home halfway$45,000 of $90,000
Aug
Coverage looks solid1 renewal
Settings/Us and family

Us

Profiles, insurance and who sees what. The auto policy renews Nov 28 and a will is still on the list.

ProfilesFamilyInsuranceWho sees whatAccount settings
Courtney, Max, Kirby and Odeon under a shield

Design note: each person and dependent can upload their own photo. Tap a picture to try it. Photos are saved to the profile once the app has a backend.

Courtney

Member · signed in
Take-home
$8,100 / mo
401(k)
10% + 4% match
Health
On Max's plan
Accounts
2 shared · 1 private
Birthday

Max

Member
Take-home
$7,500 / mo
401(k)
8% + 5% match
Health
Plan holder
Accounts
4 shared · 2 private
Birthday
Open enrollment closes Dec 1

Family

Dependents do not sign in. Courtney and Max look after their profiles.

Insurance

$356 a month all in
PolicyCoversCostStatus

Who do I call?

Pick what happened
What to do
    Who to call

    Numbers you add stay in Home Base. Beneficiaries listed here are notes, so confirm the current designation with each insurer.

    Who sees what

    12 shared · 3 private

    Only me keeps it private. Balance shares the total. Details shares every transaction. You can change your own accounts; Max sets his.

    If something happens

    2 to do
    ← Back to Home
    Not connected yet

    Calendar

    Bills, paydays and renewals are found from your transactions. Connect a bank, or link Google Calendar now.

    Link Google Calendar
    Synced with Google Calendar

    Calendar

    Courtney and Max at the table for their weekly money check-in, Kirby underneath

    BillsPaydaysRenewalsGoalsUs

    Add to this day

    Next 30 days

    Money things

    Sync and reminders

    Google Calendar
    Connected calendars
    Courtney's Google Calendarcourtney@example.com
    Syncing
    Max's Google CalendarNot connected yet
    Reminders
    Bills
    Next reminder Friday, Nov 13Student loan, $340, due Nov 15
    Only titles and dates go to Google Calendar. Amounts stay in Home Base.
    8 banks connected1 needs attention
    Settings/Account settings

    Account settings

    Banks, emails and phones, alerts, and how the app looks and moves. Profiles, family and insurance live in Us and family.

    BanksEmails and phonesAlertsDisplay and motionSign-in and partnerHousehold and security
    Courtney and Max outside their home with Kirby and Odeon

    Banks and accounts

    Read-only through Plaid. Balances and transactions only, never transfers. Each bank keeps up to 2 years of history and, for checking and savings, monthly statements. You choose when you connect.

    Emails

    For sign-in and alerts
    Inbox for bills

    Optional. Home Base reads bill and renewal emails only, to fill in due dates.

    Phone numbers

    For text alerts
    Calendar
    Google Calendar and check-in timeManaged on the Calendar page
    Open

    Alerts

    Courtney's choices
    WhatEmailTextApp

    Display and motion

    This device
    Moving pictures

    Covers the illustrations, the ticker bar on Invest and the bell on Home. Loading bars still show so you know something is happening.

    Sign-in and partner access

    How each of you gets in
    Courtney
    Face ID passkeyiPhone and MacBook
    On
    Backup sign-in6-digit code to courtney@example.com
    Email code
    Lock afterAsks for Face ID again
    See the sign-in screenWhat you see on a new device
    Preview
    Max
    M
    Joined Oct 2max@example.com · Face ID on
    Active
    What Max seesShared accounts, plus anything you mark Balance or Details
    Review
    Invite email Max gotThe partner join flow, step by step
    Preview
    First-time setupWhat a brand new household sees
    Preview

    Each of you signs in with your own login. Neither of you can see the other's private accounts, and removing a partner keeps your own accounts and history.

    Household

    CM
    Courtney and Max2 members, 2 dependents. Profiles live in Us and family.
    Open
    +
    Invite your partnerThey join with their own login

    Security

    Passkey sign-inFace ID on both phones
    On
    Two-step backupCode by text
    Signed-in devicesMacBook, 2 iPhones
    Export our dataSpreadsheet of accounts and transactions
    Disconnect everythingRemoves all bank links and data
    Balances updated12 shared accounts · just now