Spend in a window, grouped. Returns gross, reimbursed, and net. Net subtracts only CONFIRMED reimbursements — an unreviewed auto-match is a proposal, not a fact.

Charges repeating on a roughly monthly cadence at a stable amount, with annualized cost.

What is still owed to you. Only charges with at least one confirmed reimbursement are counted as shared; charges nobody has paid toward are excluded because the data cannot distinguish a shared cost from an ordinary purchase.

Spending-account balances plus trailing monthly net burn.

Inbound payments the matcher would not auto-match, best candidate first. These need a human or agent decision via expenses_resolve.

Record a decision on an inbound payment. Pass charge_ids to link reimbursements. Empty charge_ids = not a reimbursement. disposition=charge_missing when it is a repayment but the parent charge(s) are not in the ledger. Decisions survive re-runs.

Latest balance per investment account, plus the total.

Current holdings, aggregated by ticker across accounts by default.

Portfolio value plus what actually entered and left over a trailing window. BUY/SELL are excluded from cash figures — they move money within an account, not into or out of it.

Investment activity in a window.

Year-to-date earnings from payroll. IMPORTANT: net_pay_ytd is only what reached a bank account; payroll_savings_ytd (401k/Roth/HSA/ESPP) also belongs to the user. Use disposable_ytd = net_pay + payroll_savings when judging whether income covers spending. imputed_offset_ytd is booked as both an earning and a deduction and nets to zero.

Payroll deductions year-to-date, each classified savings / cost / offset, plus employer contributions.

Individual pay statements in a window.

What share of earnings is being kept, combining payroll savings with what survives spending. Income is year-to-date and spend is a trailing window, so the ratio is an estimate — read the caveats array before quoting the number.

Free-text goals, career plans, and constraints written by the user. These are statements of intent, not figures derived from the ledger — do not treat them as data.

Every connected account, split by domain (expense vs investment).

Pull every source into the store. Idempotent and additive; never deletes.

Re-run the matcher over inbound payments. Confirmed decisions are preserved.