Recurring stack
Recurring stack forecast
Manual recurring costs and future estimates when an approved hosted summary is available.
| Service | Plan | Monthly | Status | Next |
|---|
Finance dashboard
Hosted finance dashboard for Fin's issuing entities. It is protected by Google login and currently reads hosted Fin invoice records plus approved hosted summary data only.
Team login
Sign in to see finance metrics
This dashboard is private to allowlisted WAWCO accounts.
Money out
Money out
Top counterparties in the selected month.
Cards
Active Mercury cards
Read-only card inventory after approved hosted summary import.
| Card | Type | Status | Expected |
|---|
Cards
Card spend
Selected-month transactions grouped by card payment method.
Card expenses
Observed card expenses
Vendor charges only. Mercury Credit repayment movements are excluded to avoid double counting.
| Date | Merchant | Category | Amount | Funding signal |
|---|
Review
Personal funding signals
Nearby Ally/Allied transfers that may explain Noah-funded card batches.
| Date | Batch | Amount | Match |
|---|
Money in
Money in and invoices
Mercury invoice state plus hosted Fin invoice records.
Review
Review queue
Items that need confirmation before the dashboard can forecast cleanly.
Transactions
Recent Mercury transactions
Private transaction rows appear only after an approved hosted summary path exists.
| Date | Counterparty | Category | Kind | Card | Amount |
|---|
Receivables
Hosted invoice operations
Live Fin invoice records, scoped by issuing entity and excluding private-payee drafts from entity totals.
| Invoice | Client | Status | Payment | Due | Amount |
|---|
Sources
Sources
Live Fin keeps source boundaries explicit.
Admin Data import and history No imports loaded.
Derived summary import
Derived finance summary import
Raw `.finance/`, Mercury, Stripe, bank, customer, and card exports stay local.
No derived summary selected.
Show import history
Boundary
- This page is the live Fin home for the local finance dashboard feature model.
- The hosted dashboard reads Fin invoices and approved derived finance summaries. It does not read raw `.finance/` files from Vercel.
- Stripe Checkout links are created only from the Invoice Studio admin action. Client sends, refunds, customer changes, Mercury/Gmail/bank/card writes, and transaction-category writes require separate approval gates.