Oh wow--is this the Pay as you Go plan? And is this the same whether the account is a checking account vs. an investment account (ie. Assets product)? Also, wh

Oh wow--is this the Pay as you Go plan? And is this the same whether the account is a checking account vs. an investment account (ie. Assets product)? Also, while this gets me net worth through math, I'm not quite sure if it gets me my monthly expense totals in summary format. Is it all raw transaction data I'd have to pull and do math on? Or is it trivial to pull the equivalent of monthly Mint summaries for net income and such via Plaid?