Transactions
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Workspace
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Data freshness
Recent health. Saved history at a glance.
Reading saved status…
READ-ONLY VALIDATION
Finance data check
Loading account…
Saved AWS data only. Opening or reloading this page does not contact a bank or Plaid.
Connecting…This PC only
Posted
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Pending
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Available dates
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Administrator · Imports Checking status…
These controls import updates already available from Plaid; they do not force a new bank refresh. Viewing status only reads saved AWS records. Schwab imports investments and checking together. Fidelity imports investments only.
- Last successful import
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- Next daily run
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- Queue dispatcher checked
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- Recovery archive
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One active import per institution. Five-minute cooldown; up to 24 new jobs per institution per rolling day. Transient failures retry up to three times. Queue recovery checks run every five minutes.
| Requested | Trigger | Status | Attempts | Result |
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Status not yet loaded.
Saved investments and account balances
Not loaded.
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| Account | Type | Account value | Positions (included) | Cash in positions | Cash outside positions | Unexplained difference |
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Holdings
| Account | Security | Quantity | Value | Kind | Price as of |
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Investment activity (not spending)
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| Date | Account | Type | Security / description | Amount | Quantity |
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Saved Amazon order details
Not loaded.
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History export plus verified order pages. Missing values stay unknown. These details do not add spending, replace bank transactions, or change your categories. Opening this section never contacts Amazon.
Administrator · Amazon imports · Checking…
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At most one active worker. Six-hour cooldown; at most two runs per daily quota window. A challenge pauses automatic retries.
Each run verifies the recent order index and reads a bounded batch of details; backlog is shown explicitly.
No backfill queued.
Backfill runs in AWS without this page open: 10 details per batch, at most two runs per daily quota window and six hours apart. The quota reset is shown above in local time. The finite plan expires after 30 days and stops on any failure or challenge. Daily imports remain separate.
| Requested | Trigger | Status | Finished | Result |
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| Date | Order | Kind | Items | Evidence |
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Monthly transaction counts
Posted + pending records. Counts, not spending totals.
Transactions
Newest first. Positive = money out; negative = money in. Payments and transfers are not necessarily spending. Categories are saved suggestions unless overridden.
| Date | Merchant | Amount (USD) | Status | Category |
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| Reading saved transactions from AWS… | ||||
Browser → local read-only backend → AWS database. No sample data, bank refresh, category edits or recurring sync controls.