Family Finance Hub
Net Worth—

Dashboard

Your complete financial picture at a glance

Spending breakdown
Where your money goes
Debt snapshot — monthly interest cost
Import a statement or add accounts to populate your dashboard.

Money Flow

Every dollar in and out, organized by category

Income in
Expenses out

Accounts & Income

All assets and income sources

Bank & cash
Investments & retirement
Monthly income sources
Real estate & property

Debt Tracker

All debts with interest rates, monthly cost, and payoff timeline

Sorted highest APR first — this is your avalanche order. Extra payments here save the most money.

Budget

Monthly spending targets vs actuals

Categories

Investments

Portfolio, allocation, and long-term growth projection

Holdings
Recommended allocation — conservative

50% US index · 20% bonds · 15% international · 10% REITs · 5% cash

20-year growth projection at 6% avg annual return

Import Statement

Upload a bank or credit card statement — Claude reads and categorizes every transaction

How it works
1. Download from your bank — CSV export or PDF statement
Look for "Download Activity" or "Export Transactions." CSV works most reliably.
2. Drop or click to upload below — Claude extracts every transaction
Credit card payments, loan payments, groceries, dining — all identified automatically.
3. Review categories and save to your dashboard
Edit any category before confirming. Budget and Money Flow update instantly.
Drop your statement here, or click to browse
PDF or CSV · Bank statements · Credit card statements
Reading statement...
Sending to Claude for analysis — takes 10-20 seconds.
Import history

Deploy Money

Got a lump sum? See exactly where to put it for maximum impact.

Avalanche method: pay highest-interest debt first. Every dollar there saves the most money long-term.
How much do you want to deploy?

AI Advisor

Ask anything — powered by your real financial data

Hello! I'm your family financial advisor. I can see all the data you've entered — accounts, debts, income, spending. Ask me anything specific and I'll give you advice based on your real numbers.

Settings

API key and app configuration

Anthropic API key

Your key powers statement import and the AI Advisor. It is stored only in your browser and goes directly to Anthropic's servers — it never touches any other server.

Get your API key
1. Go to console.anthropic.com and sign in
Same account as Claude.ai
2. Click API Keys in the sidebar → Create Key
Name it "family-finance-hub"
3. Copy immediately — shown only once, starts with sk-ant-
Paste above and click Save key
4. Set a usage limit under Billing in the Console
$5–10/month covers personal use comfortably
Data management

All data is saved in your browser's localStorage. Use Backup/Restore at the top to transfer data between devices or save to Google Drive.