Connect or upload your statements and let WealthPilot AI analyze your cash flow, highlight risks, and forecast the next 90 days.
We use your Google login only to keep your data secure and private to you.
Upload a bank or card statement (PDF, CSV, or Excel). WealthPilot AI will parse transactions, categorize them, and prepare AI-ready cashflow data.
Snapshot of your recent income, expenses, and net position.
WealthPilot AI forecast based on your recent transactions, recurring bills, and spending patterns.
Calculating...
Decrease to see impact of cutting optional spending. Increase to simulate higher lifestyle spend.
Move $100 every Friday to savings in this scenario
Forecasts are estimates based on your historical patterns and may change. This is not investment advice.
Review, categorize, and fine-tune the data that powers your AI insights.
| Date | Description | Amount | Category | Account | Action |
|---|
— As of: —
| Name | Birth Year | Sex |
|---|
Current financial snapshot: income, expenses, and assets
Phones, internet, subscriptions…
Used for tax calculations and recommendations
Default: 3% annual inflation
Complete financial overview including assets & liabilities
Top critical recommendations from AI analysis
Retirement trajectory and funding outlook
Track progress towards your financial goals
| Goal | Status | Required | Year |
|---|
Detailed financial analysis and recommendations
Loading AI insights...
Try what-if changes without editing your Plan. As of: —
Compare your scenario vs baseline.
Retirement trajectory visualization.
Baseline insights vs scenario insights.
Your AI-Powered Financial Dashboard
Track transactions, manage your complete financial picture, and get personalized AI insights—all in one place.
Upload transactions, track assets, monitor debts, and set goals
Personalized recommendations based on your complete financial picture
Retirement GPS, goal tracking, and allocation optimization
Review all changes before saving, your data stays secure in your Firestore
Upload transactions & track cashflow
Understanding your spending patterns and cashflow trends helps you make better daily financial decisions.
Upload your last 3 months of transactions to get started with insights.
Complete financial snapshot & planning
Your Plan tab data powers personalized AI insights across the entire dashboard. The more accurate your data, the better your recommendations.
Start with rough estimates—you can refine them over time. Click "Review & Save" to see all changes before they're saved.
AI insights & financial health overview
See the big picture of your financial health and get actionable insights to improve it. All visualizations update automatically as you update your Plan.
Complete your Plan tab first—this dashboard displays data from there. The more complete your Plan, the richer your insights.
Review & categorize spending
Fine-tuning transaction categories helps AI insights accurately reflect your spending habits and provide better recommendations.
Categorize any "Uncategorized" transactions for better insights. Changes are reviewed before saving—just like the Plan tab.
Start with rough estimates and refine over time. Even approximate data provides valuable insights.
Update your Plan tab monthly (end of month works well) to keep insights current and accurate.
Use consistent categories for transactions—this helps AI spot patterns and provide better recommendations.
Both Plan and Transactions tabs let you review changes before saving. Use this feature to catch any errors.
A: No! Upload CSV/Excel files from your bank or connect your back via Plaid. We'll import everything automatically.
A: Rough estimates work perfectly! Start with what you know and refine over time.
A: Monthly updates to Plan tab are recommended. Upload new transactions weekly or monthly if connection was not made to your back via Plaid.
A: No—Plan and Transactions tabs use a review system. You'll see all changes before they save.
A: Your Plan tab data (net worth, assets, goals, retirement settings) combined with transaction patterns.
A: Yes. Data is encrypted and stored in your private Firestore database. We do not store any passwords, SSN,bank account numbers or any sensitive data in our db. We never see or sell your information.
A: Once the information is available, app will do the heavy lifting to combine all categories and share you where you stand with top 3-6 action Items with clear reason followed by retirement GPS
All financial data is stored in your own private Firestore database. You have complete ownership and control to delete all data as well.
Data is encrypted in transit and at rest. We use industry-standard security practices.
We never sell, share, or access your financial data. Your privacy is paramount.
The review system in Plan and Transactions tabs gives you full visibility before any data is written to Firestore.
We’ve detected the following rows from your PDF statement. If everything looks correct, apply them to your dashboard.