Budget
Balances
Savings
Investments
Credit Cards
Transactions
Setup
IAM: ckinguser
May 2026
Current

New accounts found

Install the Mentat Extension

Wellby syncing runs through the Mentat browser extension: you log in to Wellby yourself and the extension reads that session — Mentat never sees your Wellby password. One-time setup, about 3 minutes, on Chrome, Edge, or Brave (desktop only — mobile browsers can't run extensions):

  1. Download the extension, then unzip it somewhere permanent (e.g. Documents\mentat-extension) — the browser runs it from that folder, so don't delete it.
  2. Open a new tab to chrome://extensions (Edge: edge://extensions) and switch Developer mode ON.
  3. Click Load unpacked and pick the unzipped mentat-extension folder.
  4. Click the 🧩 puzzle piece by the address bar, pin Mentat Extension, then click its green icon → Sign in with your AWS IAM access key (ask Craig if you need one).
  5. Come back to this tab, refresh the page, and press ↻ Sync again.

After that, syncing is one click: be logged in to Wellby anywhere in this browser and press ↻ Sync here.

Edit monthly budget goals

Changes apply to this month and forward

Manage categories & subcategories

Categorize transaction

Add an account

Connect

Send feedback

Add a secret

Delete account?

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.