Smart Financial Command Center

Financial Data Center

Click any section to visualize the records behind the numbers. Edit from the detail screen, save, and the Unified Financial Engine becomes the common source for the rest of SFC.

Executive Command Center
Accounts1212 active financial accounts →Investments88 investments in the unified engine →Income Sources55 included income sources →Expense Categories2020 budget categories →

Unified Snapshot

Current Financial Position

Cash$17,120Click to inspect cash accounts →Investments$1,927,000Click to inspect investment accounts →Monthly Income$7,767Click to inspect income →Monthly Expenses$12,204Click to inspect spending →

Principle

Summary → Detail → Edit → Recalculate

This release establishes the interaction pattern. Account records have a direct edit screen now. Investments, income, and expenses are fully drillable in this release and will receive the same controlled write/edit pattern next, after their exact editable fields are validated against the current Prisma schema.