Types of finance projects

Choose a project for the records you want to understand. You can have more than one project of each kind.

• Banking + Credit Cards — checking, savings and credit-card activity; spending, income and recurring charges.
• Investment — brokerage and retirement-account statements; holdings, allocation and performance.
• Assets / Liabilities — property, private investments and debts, with records you enter or link to transactions.
• Retail Purchases — item-level order histories, currently Amazon, including orders, returns and refunds.
• General Documents — personal documents to search and discuss with AI. Trust documents and tax returns can be added here too.

A typical setup

Start with bank and card statements in one project and brokerage statements in another. Add other kinds of records when useful. You can create a project first and import files later.

Use a Standard Workbook to combine finance projects for a household-wide view, or a Retirement Planning workbook for a retirement outlook. Workbooks draw on projects rather than importing statements themselves.