Accounts Command Center
See every account, balance, trend, and category in one calm view.
Connected banks, credit cards, liabilities, and manual accounts become a single financial cockpit: net worth over time, account rollups, money breakdowns by category, and institution details, so both partners talk from the same source of truth.
See what makes it different.
Net worth, over time.
Depository balances plus manual transactions, minus liabilities, charted over your chosen range with a today marker and a this-year change. The bar view shows the daily mix at a glance.
Make it work your way.
- Connect your banks, cards, and loans through Plaid, and add manual accounts or transactions for anything that lives outside them.
- Open Accounts on the web and choose a range: this week, this month, this year. Depository, liability, manual, and net worth totals update with color-coded changes.
- Switch chart styles, toggle manual transactions in or out of net worth, and use the summary panel for category breakdowns by totals or percent.
Your money. A little more connected.
Explore Accounts Command Center in Chip In and make your preferences your own.
The Accounts workspace reflects the accounts you connect through Plaid and any manual accounts or transactions you add. Balances, available amounts, limits, and sync times depend on your institution's data and may lag. Net worth is calculated from the accounts and manual transactions you choose to include. Figures shown are illustrative.