Read-only aggregation roadmap
Connected accounts
Provider-ready
Connection records
No accounts linked yet.
This starts empty on purpose. Once you connect real accounts, WTFinance will show the institutions and connection status here instead of fake sample banks.
Provider readiness
Fallback mode is available until provider credentials are fully active.
What sync unlocks
Observed cash flow, spending variance, linked balances, and less room for wishful thinking.
Provider-ready connection desk
WTFinance stays read-only, behavior-first, and investment-neutral. This flow tracks real connection records so synced reality can sharpen the pressure when you want it.
Current connect status
Checking provider readiness.
Provider status
Fallback modeChecking provider readiness.
Variance preview
Income variance: $0. Expense variance: $0. Cash-flow variance: $0.
Connection records
No linked accounts yet. That is fine for now, but it means observed-data coaching is still leaning on your manual plan.
Manual assets in play
No manual assets added yet. Use the button above for real estate, private deals, or other assets Plaid cannot see.
Observed accounts in play
No observed account detail loaded yet. Link Plaid and refresh observed data to pull real account balances into view.
Latest observed transactions