PERSONAL FINANCE, MADE CLEAR
Your financial overview
Everything that matters, in one place.
JMR DAILY BRIEFING
Building your financial briefing…
JMR is reviewing your current position.
SPENDING OVERVIEW
Available to Spend
today, while staying on budget
Weekly budget$0
Spent this week$0
Remaining this week$0
JMR INTELLIGENCE
Needs attention
Add recurring bills in Budget.
YOUR PLAN
Your goals, built into JMR.
JMR will prioritize the goals you choose.
FINANCIAL MILESTONES
Progress worth noticing
ACTIVITY FEED
What changed
PAYCHECK PLANNER
Tell JMR what just came in.
Turn incoming money into a clear plan for bills, necessities, debt or goals, and spending.
MONTHLY OVERVIEW
This month
Income$0
Spending$0
Net$0
Daily avg$0
Months Covered--
Needs / Wants--
Income & Spending
Avg weekly income$0
Avg weekly spending$0
Avg weekly surplus$0
Savings rate0%
90-Day Projection
$0projected balance in 90 days
Current weekly budget$0
Planned weekly budget$0
Projected weekly remaining$0
Financial Overview Score
--Log this week's activity to calculate your score.
Budget Progress--
Savings progress--
Income vs. Spending--
QUICK ENTRY
Add Transaction
SPENDING
Category Breakdown
LEDGER
All Transactions
| Date | Account | Category | Description | Type | Amount |
|---|
MONTHLY PLAN
Budget Controls
30-DAY VIEW
Category Budget
Quick review
Largest spending category--
Largest expense--
Transactions this month0
RECURRING
Bills
BUDGET SNAPSHOT
Planned Costs
Current housing + utilities$0/mo
Planned housing + utilities$0/mo
Car payment$0/mo
Health + car insurance$0/mo
Food budget$0/wk
SAVINGS
Savings Goal
$0of $0
GOALS
Savings Goals
ACCOUNTS
Your Accounts
AUTOMATIC CONNECTIONS
Bank sync
Securely connect supported institutions through Plaid. Access credentials stay server-side; JMR receives account and transaction data after you authorize it.
Requires Plaid credentials and the included Supabase Edge Functions.AI STATEMENT IMPORT
Import a bank statement
Upload a PDF statement. JMR extracts transactions into a review queue. Nothing is added until you approve it.
No file selected
Review before import
| Import | Status | Date | Description | Category | Type | Amount |
|---|
SMART ALERTS
Things worth reviewing
RECURRING SPENDING
Recurring charges
SPENDING PATTERNS
Merchant Intelligence
Select a merchant to see its history, monthly comparison, frequency, and largest purchase.
MONTHLY REVIEW
Your financial recap
JMR RULES
Automatic transaction rules
CAN I AFFORD THIS?
Decision Mode
See how a purchase could affect your current balance, upcoming bills, budget, and savings goals.
SMART ALLOCATION
Plan Incoming Money
SCENARIO LAB
See how a change affects your plan
FUTURE BALANCE
Future Balance
MONEY CALENDAR
Upcoming Bills
DEBT PAYOFF CENTER
Build a payoff plan
PAYOFF SIMULATOR
Snowball vs. avalanche
PAYCHECK PLANNER
Give every incoming dollar a job
GOAL SIMULATOR
What does the goal require?
PURCHASE PLANNER
Plan something before you buy it
CASH-FLOW TIMELINE
Next 30 days
Estimated from your logged income pace and recurring bills.
JMR SEARCH
Search your entire financial history.
Search transactions, goals, debts, purchases, bills, and accounts.
JMR INTELLIGENCE
Ask JMR about your money.
JMR answers using the financial data currently inside your account.
HOUSEHOLD MODE
Plan together without giving up privacy.
Share goals and an optional financial summary. Personal transactions stay private unless you choose otherwise.
YOUR HOUSEHOLD
Household
Invite code: —
Shared goals
Members
Only summary-level data is shared when a member opts in.
PERSONALIZED FINANCIAL PLAN
My Plan
Set what matters most. JMR uses these priorities across your dashboard, planning tools, Smart Allocation, projections, and Ask JMR.
UPDATE PROGRESS
Keep your plan current
Update the amount completed toward any monetary goal. JMR uses this progress across your dashboard and Ask JMR.
YOUR JMR PROFILE
My Profile
Keep your personal information and JMR preferences current. Identity details stay private and are not sent to Ask JMR.
ACTIVE PRIORITIES
RESET JMR
Start fresh
Erase your personal financial history and return JMR to a clean financial state without deleting your login or identity profile.
ErasesTransactions, accounts, connected banks, budgets, savings, goals, debts, rules, purchase plans, splits, preferences, and your shared household summary.
KeepsYour JMR login, name, email, phone, date of birth, and shared household data that may belong to other members.
JMR FINANCING
Settings
Account
Your signed-in JMR profile and cloud sync.
Privacy Mode
Blur financial amounts when someone else can see your screen.
Smart Notifications
Show useful browser alerts while JMR is open.
Data
SYNCEDTransactions and financial settings are synced through Supabase.
Version
JMR 5.0.4Complete financial operating system with connected accounts, debt planning, household tools, search, rules, goals, and AI assistance.
YOUR DATA
Export & control
Download your JMR data or permanently remove financial history. Account deletion requires an additional confirmation.