Finances Pillar — Household Audit

YOUR HOUSEHOLD AUDIT

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.
  1. Log into each bank's website (not the app)
  2. Download 3+ months per account — CSV preferred, PDF works
  3. Add each account here, then upload its statements
  4. More history (6 months) catches seasonal patterns
Your statements stay yours
  • No bank login, ever. You upload a file you already downloaded from your bank — like attaching it to an email. This page never asks for your bank password.
  • The file itself never leaves your device. Your statement is read right here in your browser. Only the plain transaction lines — date, amount, description — get sent on. The PDF, with your letterhead and account number, is never uploaded anywhere.
  • Only you can ever see it. Your numbers are locked to your account alone. No other user — no other tester — can see them, and you can't see theirs.
01 — Your Accounts

YOUR ACCOUNTS

Add every account in your household, then upload statements for each.

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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.

Read on your device — never uploaded
  • The statement file never leaves this device. It's read right here in your browser; only the transaction lines (date, amount, description) are sent on. The file itself — account number and all — is never uploaded.
  • No bank password, ever. This just reads a file you downloaded yourself. It never connects to your bank.
  • Locked to your account. Only you can see these numbers — not other testers, not anyone.
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.

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