11 accounts at 6 banks

Accounts

What you have, minus what you owe

$60,875.91

Cash

$45,509.84

Investments

$17,244.34

Owed on cards

$1,878.27

Is everything syncing?

6 of 6 banks

Contha only reads these accounts. It can’t move, hold or close anything.

Accounts, by kind
Account	Book	Updated	Balance
Cash5 accounts			$45,509.84
Everyday Checking ··9226Community CU	Personal	19h ago	$9,473.12
Share Savings ··9219Community CU	Personal	19h ago	$1,595.50
Business Checking ··4410Meridian Business	Business	19h ago	$7,336.89
Tax Reserve ··4428Meridian Business	Business	19h ago	$8,900.00
Cash (Checking) ··5150Rho	Business	19h ago	$18,204.33
Investments2 accountsHoldings			$17,244.34
Brokerage ··0379Halyard	Personal	yesterday	$16,443.40
Roth IRA ··0337Halyard	Personal	yesterday	$800.94
Credit cards4 cards · what you owe			$1,878.27
Rewards Card ··8655Northbank	Personal	19h ago	$715.23
Business Card ··2201Meridian Business	Business	19h ago	$318.04
Credit Card ··5188Rho	Business	19h ago	$845.00
Credit Card ··2044Chase	Personal	19h ago	$0.00
Things you ownNot synced · you set the value			$0.00
Nothing here yet. A house, car or land you add counts toward net worth.

$2,253.40· gain +$209.00(+11.3%) · 1 position without a cost basis

Brokerage holdings with cost basis and unrealized gain
Ticker	Name	Qty	Basis	Value	Gain
Brokerage ··0379
VTI	Vanguard Total Stock Market ETF	3.42		$1,068.20	+$148.20(+16.1%)
VXUS	Vanguard Total International ETF	5.1		$331.50	+$16.50(+5.2%)
AVUV	Avantis US Small Cap Value ETF	1.8	basis unknown	$189.40	—
Account total			$1,235.001 unknown	$1,589.10	+$164.70
Roth IRA
SWTSX	Schwab Total Stock Market Index	9.11		$664.30	+$44.30(+7.1%)
Account total			$620.00	$664.30	+$44.30

Demo data. Add your Plaid and Supabase keys, run the migrations, then connect an account.