StashFlow

Net Worth

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Assets

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Liabilities

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Investments

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Net Worth hover for a day, drag to compare two datesdrag to scrub, hold still 1.5s to pin, then drag to compare

Real Estate market values refresh monthly. Setting a value by hand locks it from auto updates.

Valuables cash at home, metals in the safe, collectibles. Gold and silver reprice daily at spot.

Metal Transactions every gold and silver buy or sell; the positions above are computed from this ledger

Bank Connections reconnect a broken login, add new accounts, or disconnect a bank

Accounts rename for reporting, assign a group, toggle active. The API name never changes.

Positions nickname your holdings for reports. The ticker and API name never change.

Account Groups parent-level categorization: Business, Personal, Olivia...

Talk To The Stash answers from your accounts, transactions, investments, and uploaded documents

Documents tax returns, 1099s, W-2s, statements: AI extracts the data so Chat can answer from it

Drop files here or

PDF, images, CSV, or text. Up to 20MB each. Word/Excel: save as PDF first.

User Access everyone listed sees the same data. Admins can grant and revoke access.

Categories used by AI categorization and manual edits. Deleting a category moves its transactions.

Transactions

Needs a category categorize a transaction and it leaves this list

Rules per-account automations: when a transaction's text matches, the category and vendor are set for you

Spending Trends month over month by category. Green means you spent less than the month before. Click a number to see its transactions below.

Transactions

Month Over Month what moved the balance: money in and out, dividends, interest, fees, and the market

Recently changed by hand newest first: catch and fix accidental categorizations

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Transactions