Merchant Categorizer
Planned migration from the local Rocket Money tools.
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Only approved Google accounts can open this workspace.
Current household picture
Home
What changed, what matters now, and what needs a decision.
Claims
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Your next actions
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What’s new
Recent planning and verified Monarch work.
Assets and Debts
Sections correspond to Drive folders. Cards are individual line items.
Needs review
0/0
Current month
What can I spend?
A practical view of the budgets already in Monarch.
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How this view works
Planned irregular spending
Big Plans
Trips, projects, bills, and larger purchases worth deciding on early.
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Latest 30 credited items
Amazon Returns
What went back, when it was purchased, and when the credit was issued.
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How this list works
FastCat
Shared transaction review for Russ and Carly.
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Household tools
Household utilities and shared data requests.
Data updates
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Amazon Categorizer
Planned shared review flow for household purchase categorization.
Budget Fit
Planned post-disclosure household finance workspace.
Security posture
Structured data only. Bank statements and source documents stay in Drive.
- Authentication
- Google sign-in only
- Data model
- Firestore metadata, status, and Drive URLs
- Supporting files
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Google Drive folder: clarity-ketchum/assets_and_debts
Creates section folders, writes README.md files, and refreshes section ledgers.
- Debug mode