We can only plan for what we can see. Upload every account — checking, savings, and credit cards, for both spouses. The more we see, the more accurate your plan.
Before you start
This takes about 30–60 minutes. Treat it like an appointment.
Log into each bank's website (not the app)
Download 3+ months per account — CSV preferred, PDF works
Add each account here, then upload its statements
More history (6 months) catches seasonal patterns
01 — Your Accounts
YOUR ACCOUNTS
Add every account in your household, then upload statements for each.
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Accounts
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New account
ADD AN ACCOUNT
Name it so you'll recognize it — "Joint Checking", "Chase Visa", "Maydi's Savings".
Upload statements
Account
Upload 3+ months. Add files one at a time or select several — CSV or PDF.
02 — What's Ahead
ANYTHING COMING UP?
Big expenses that aren't in these statements — braces, insurance, a tax bill, a car repair fund. The more we know, the more accurate your plan.
You can skip this — but the plan is sharper when we know what's ahead.
UPLOAD COMPLETE
Head back to the ProActivators app. Coach Gabe will analyze everything and build your household plan.
Missing user ID. Please open this page from the ProActivators app.