Hi all, this is essentially a glorified spreadsheet. In exchange for losing the flexibility, you gain some privacy (it is run entirely from a local JSON file),

Hi all, this is essentially a glorified spreadsheet. In exchange for losing the flexibility, you gain some privacy (it is run entirely from a local JSON file), and some focus — just fill in the prompts and keep things up-to-date. There is a world in which Plaid is used to maintain account balances or amortized loans on auto-pay get automatically calculated, but for now, I find the once-a-month or once-a-quarter cadence really helpful for keeping on track of my financial footprint. A few times now, on these manual check ins, I have discovered issues like floating rates I thought were fixed, etc. Just follow the color codes on each asset and liability and keep things "fresh". Anyway, if this is useful to anyone else, enjoy!