Tuesday, August 25, 2026
Good morning, Avi ✦
Here’s a calm view of where your household money stands.
Transactions to review
Recent transactions
Your latest household activity
Money in motion
Transactions
A private, searchable ledger for your household.
Transactions
No transactions loaded
Your money, explained
Reports
Build a focused view of spending, income, and household cash flow.
Summary
A quick read on the selected report.
Transactions included in this report
Institution management
ConnectedFinancial institution
Individual accounts and connections
Accounts at this institution
Checking, savings, cards, loans, and investments grouped in one place
Institution activity
Transactions across this institution
Your Hearth account
Account management
Manage your profile, sign-in security, financial connections, and transaction organization.
Identity
Profile
Details associated with the signed-in household member.
Appearance
- Workspace
- Avinash & Aishu
- Access
- Household member
- Data region
- Private household workspace
Household profile
Hearth is a shared household workspace. Personal display-name editing can be added once profile fields are stored behind the same household authorization boundary.
Account protection
Login & security
Review how you sign in and protect access to household finances.
Password
Use a unique password that you do not reuse on another account.
Change it whenever you need.Two-factor authentication
Add a second sign-in step when the auth provider exposes MFA enrollment.
Not configuredThis device
Your active browser session is protected.
Financial data
Linked institutions
Review each institution and the individual accounts grouped beneath it.
Removing a connection also deletes its imported accounts, balances, transactions, and sync records from Hearth.
Transaction organization
Categories
Define the labels used to understand household spending.
Groups and subcategories are household-owned. Plaid categories remain available as import references only.
Automation
Transaction rules
Match transaction details and automatically organize activity.
Demo rules use mock responses and update sample transactions in memory only. Reloading the demo restores the original sample data.
Allow manual edits and rules to update pending transactions. Changes may be lost when the bank posts the final transaction.
Choose which new transactions enter your review queue. Rules can still set or clear review status.
Browser push alerts notify this device when new transactions need review.
Goals and business entities
Create the household labels that rules can assign to transactions.
No custom rules yet
Rules can turn recurring merchant descriptions into clean names and consistent categories.
Enabled rules are encrypted with household financial data and run when new transactions arrive.