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Total Net Worth
Total Assets
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Total Debt
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Monthly Income
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Monthly Expenses
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Emergency Fund
--
-- months covered Goal: 6 months
Investment Portfolio
--
Connect investment accounts
Total Debt Remaining
--
Connect accounts to track
Round-Up Savings
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Feature coming soon

Priority Actions

This Month
Getting Started: Connect your bank accounts to see priority actions
Tip: Go to Banking & Bills to connect via Plaid
Track Progress: Your actions will appear here based on real data

Financial Health Score

--
Connect accounts to calculate
Total Debt
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Connect accounts to track
Monthly Minimum
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Based on connected accounts
Credit Utilization
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Connect credit cards
Accounts Tracked
0
Add debts to track

Payoff Strategy

Avalanche Method

Pay highest interest first. Saves the most money.

Saves the most interest

Snowball Method

Pay smallest balance first. Quick wins for motivation.

Quick psychological wins

Your Debts

Account Balance APR Min Payment Payoff Actions
Loading connected accounts...

Payoff Timeline

Add debts to see your payoff timeline

Connect accounts or add debts manually above

Equipment Wishlist

0 items
Smart Purchase Planning: The system analyzes your cash flow, emergency fund, debt situation, and seasonal patterns to tell you exactly when it's safe to make purchases.
Ready to Buy
0
Wait Listed
0
Not Yet
0
Total Wishlist
$0

No wishlist items yet

Track equipment, supplies, or big purchases you're planning

Today's Action Items

Analyzing your financial situation...

Total Cash
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Connect accounts to view
Monthly Expenses
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From transactions
Income This Month
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From transactions
Cash Flow
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Income - Expenses

Bank Accounts

No accounts connected yet

Click "Connect Bank" to link your accounts via Plaid

Drop bank statement here or click to upload

Supports CSV, PDF, OFX, QFX

Upcoming Bills

Bill Due Amount Status
No bills added yet. Click "Scan Bill" to upload and auto-parse.

Quick Receipt Capture

AI-powered OCR extracts expense details

Take Photo

Snap a receipt with your camera

Upload File

PDF, JPG, PNG supported

Recent Receipts

No receipts captured yet

Recent Transactions

Date Description Category Account Amount
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Loan Application Package

One-Click Loan Documents: Generate professional Balance Sheet, Asset Schedule, and Depreciation Reports for bank loan applications.
Balance Sheet
Assets, Liabilities, Equity
Asset Schedule
Equipment, Vehicles, Inventory
Depreciation
MACRS 5/7-Year Schedules
Debt Schedule
Outstanding Obligations

Connect Investment Account

Not Connected

Alpaca - Commission-Free Investing

Research-backed choice: $1 minimum, fractional shares, full API automation. Perfect for automated wealth building.

$0 Commission $1 Minimum Fractional Shares Auto-Invest API

Don't have an account? Sign up free

75/25 Investment Strategy

Research-optimized allocation

75% Safe Foundation

$0

Modified All-Weather Portfolio. Target: 5-7% annual return, max 15% drawdown.

VTI (US Stock)20%
VXUS (International)10%
BND (Bonds)20%
VTIP (TIPS)15%
SHY/GLDM/PDBC10%

25% Growth Engine

$0

Dual Momentum Strategy. Target: 10-15% annual return, accepts higher volatility.

Current Signal
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Checks monthly: VTI vs VXUS vs Bonds
Portfolio Value
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Connect investment accounts
This Month's Contribution
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Set up auto-invest
Growth Mode
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Configure strategy
Current Drawdown
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Market data unavailable

Current Allocation

HOLDINGS

Seasonal Schedule

Winter
Nov-Feb
0.25x
Planting
Mar-May
0.75x
Harvest
Jun-Oct
1.5x
Current Season
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Configure seasonal contributions
Open Full Investment Dashboard
Total Round-Up Savings
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Feature coming soon
This Month's Round-Ups
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Enable round-ups to start
Average Per Order
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Round up to nearest $1
Invested So Far
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Connect investment account
Pending Transfer
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Transfers at $100

Recent Round-Ups

Date Order Amount Round-Up
No round-ups yet. Enable the feature to start saving automatically.

Round-Up Settings

Automatically round up every farm sale and invest the difference.

Wishlist Items
0
Total Wishlist Value
$0
Safe to Buy
0
Cash Available
$0

Equipment Wishlist

Item Cost Priority Status Recommendation Actions
No wishlist items yet. Click "Add Item" to get started.

Smart Purchase Advisor

How it works: The system analyzes your cash flow, debt, and emergency fund to tell you when it's safe to make purchases over $1,000.

Purchase Decision Factors:

  • Cash reserves vs 2-month expenses
  • Emergency fund (3-month protection)
  • Debt-to-income ratio (under 40%)
  • Recent cash flow trend
  • Seasonal farm patterns
Total Asset Value
$0
Equipment Value
$0
Vehicle Value
$0
Inventory Value
$0

Loan Application Package

Generate professional, loan-ready financial documents with one click. Includes Balance Sheet, Asset Schedule with MACRS depreciation, and Net Worth calculation.

Farm Assets

Asset Category Purchase Price Current Value Condition Actions
No assets tracked yet. Add your farm equipment and vehicles.

Balance Sheet Summary

TOTAL ASSETS
$0
TOTAL LIABILITIES
$0
OWNER'S EQUITY (Net Worth)
$0

Asset Breakdown

Cash & Bank$0
Investments$0
Equipment$0
Vehicles$0
Inventory$0
Active Plans
0
Outstanding Balance
$0
Collected This Month
$0
Overdue Payments
0

Customer Payment Plans

Customer Total Amount Paid Remaining Next Due Status Actions
No payment plans yet. Create a plan for customers who want to pay in installments.

Payment Plan Settings

How it works: Customers can pay for CSA shares or large orders in installments with a small interest charge.
SEP-IRA Contributions (YTD)
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Set up SEP-IRA to track
Team Members
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Add employees to track
Incentive Pool
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Configure incentive program
Milestones Reached
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No data yet

SEP-IRA Contributions

Annual Contribution Limit (25% of comp) $66,000 max
Farm Contribution Rate 3% of wages
Employee YTD Wages IRA Contribution Status
No SEP-IRA contributions recorded. Click "Add Contribution" to get started.
Total -- --

Milestone Incentives

Earn bonuses by reaching personal milestones - not a competition, just recognition for your hard work!

WORK MILESTONES

30-Day Mark
$50 bonus
90-Day Mark
$100 bonus
1 Year
$250 bonus
2 Years
$500 bonus
5 Years
$1,000 bonus
500 Hours/Season
$200 bonus

SKILL MILESTONES

Greenhouse Certified
$75 bonus
Delivery Trained
$75 bonus
Equipment Operator
$100 bonus
Trained a New Hire
$50 bonus
How It Works

Milestones are personal achievements - reach them at your own pace. Bonuses are paid within 2 pay periods of reaching each milestone. Everyone can earn every bonus!

Connections

Notifications

Bill Due Reminders
Debt Milestone Alerts
Investment Rebalance Alerts
Employee Achievement Notifications

Financial Settings

Import / Export

Import Bank Statement

Import Bills

Export All Data

Marketing Budget
--
Set budget to track
Spent This Month
--
-- Log expenses to track
ROI This Month
--
Track spend to calculate ROI
Posts This Month
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Connect social accounts

Spend by Category

No marketing spend logged yet

Click "Log Expense" to start tracking

Recent Marketing Spend

Marketing Hub

No expenses logged yet

Marketing expenses will appear here

Marketing Fund

Marketing Fund Balance: --
Configure marketing fund to track spend vs budget
Monthly Auto-Allocation
--
Configure in settings
Last Deposit
--
No deposits yet
YTD Spend
--
Log expenses to track
Avg. Cost Per Post
--
Connect social accounts

Quick Actions

Open Marketing Hub