Category budgets
Month highlights
unsaved
Savings accountscash locked away · click a row to set its target
Investmentsalso locked away from spending
Monthly savings — year to date
Overview
Positions
Accounts
10-year growth projectionsmoothed curve · blended return rate
Cards
APR and rewards manually entered in Setup · Balances via Plaid or CSV
Date
Merchant
Account
Amount
Category
Subcategory
Connections
Secrets
Account connections
App configuration
Sync scheduleManual only
Annual return (investments)—
Annual savings goal—
Claude AI assistauto-categorization · account detectionClaude
Categories
Family secrets
Secret nameOwner
Values are stored in AWS Secrets Manager, never in Mentat's database — click a row to reveal one.