Run Open Personal Finances.command a couple of times to see your balance trend.
Month on month
No history yet.
Mortgage paydown
Run sync a couple of times to see paydown history.
Recent spending
Run Open Personal Finances.command to load transactions.
Allocation overview
Projection to age 65
Auto-sourcedManual — keep up to date
Auto vs manual.Auto-sourced items are refreshed by running Open Personal Finances.command (property via OneRoof, bank balances via Akahu). Manual items are highlighted in amber — edit to update, which stamps today's date. 55 Boulcott value shown is your 35.07% ownership share of the estimate.
Settings
Demo mode
Realistic but fake data — safe for screenshots and sharing