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Personal FinanceSpending insightsCategory trackingBudget pulse
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Good morning, Henry
Waking up your desk…
On my plateP1/P2 tasks due today & soon
Approveproposals · decisions · waiting on you
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Revenue MTD (Stripe · tap for details) | active clients
MRR + one-time + direct
Expenses (MRE) (recurring only · tap for detail)
baseline MRE / mo
Subscription Profit · (Active MRR − MRE · tap for breakdown)
Active MRR − MRE
in out tax
Capture Idea
Todoist · Quick Add
💰 Money Today
$0
no charges yet
Yesterday
$0
Month total
$0
deposits MTD
MTD progress 0% of last month
$0 MTD $0 last month
Mercury Cash Flow ·
tap for full list →
In
$0
Out
$0
Net Growth
$0
Mercury Cash Flow
tap for txn list →
In
$0
Out
$0
Net kept
$0
Clients
active · tap to view
One-Time
🏆Rev Share MTD
MARGIN
Profit Margin
Calculating…
tap for more info
MRR Goal
--
$10,000
Stripeavail
ready to pay out
Stripe Payouts ▶
in transit
Business Checking
🌤
Columbus, OH ·
🌚 🌙
💰 Today $0 0 charges
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🚀
Cash runway at current burn · tap for chart
🏦 Est. Tax Set-Aside
--
Calculating...
Tap for full breakdown →
📅 Today's Snapshot
Charged today
$0
no charges yet
P1 tasks open
due today / overdue
To Do
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Outstanding this week
Loading tasks…
tap → tasks

Today's Tasks

 due today 
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One-Time Revenue

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HC Financial v2.18.0
Client Health

Client Revenue

Pipeline

🎯
No prospects yet. Add one to track deals in your pipeline.
Expenses are read from Notion. Edit them in the Notion Expense DB.checking

Monthly Recurring (MRE)

Notion rows tagged Recurring · Monthly · powers the Avg Profit hero
$0
0 subs · /mo
Read-only from the Notion Expense DB. Add or edit subscriptions in Notion and they appear here.

This Month One-Times

Notion One-off rows dated this month · powers True Profit drill-in
$0
0 charges this month

Breakdown by Category

All expenses this month grouped by category · MRE + one-times combined
$0
0 categories
CATEGORIES

Triage

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Projects

Calendar

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P&L by Client

Expenses: Biz-wide:
Revenue
--
Expenses
--
Net
--

Tax-Deductible YTD

Total business-deductible expenses YTD
--

Personal (excluded from P&L)

YTD
Personal charges on the business card
--

History

Revenue
tap for charges
Subscription
One-Time
Expenses (tagged)
AI Insight
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Mercury Cash Flow

In
$0
Out
$0
Net kept
$0
tap for txn list →

Top Clients

🌤
Columbus, OH
--
--
--
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Biz cash IN · MTD
Stripe + direct paid
Personal OUT · MTD
Chase Freedom + Total
Net (in − out)
Mercury balance
Spent This Month
Budget LeftView txns →
🚗 Affordability Check
tap to edit →
Tap to model
Add a future $/mo (rent, car, sub) and see if it fits the budget.
0%
OF BUDGET
Month Trend
$0
of $0 budget
🎯 Savings Goals

By Category

$0
CATEGORIES
Hover/tap a slice for details · auto-refreshes every 3 min

By Merchant

$0
MERCHANTS
Top 12 merchants · "Other" rolls up the rest

Recent transactions

🧠
AI Auto-Categorize
Workers AI sorts every transaction. Free, syncs to your phone via KV, edits remembered per merchant.

Recurring Subscriptions

syncs from Expenses tab

Recent Transactions

🧠
AI Parse Transactions
GPT categorizes every uncategorized row — grocery, gas, rent, dining, subscriptions. ~$0.02 total.
Connect Chase to see your personal transactions.

Category Breakdown

📈
Categories will populate as transactions load.

History

Spent
$0
vs Prior Mo
Top Day

Top Categories

Top Merchants

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Notifications

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Keyboard Shortcuts

Show this overlay
?
Business view
B
Personal view
P
Overview / Clients / Expenses / P&L
1234
Focus search (Expenses tab)
/
Toggle theme (dark / Apple light)
T
Open notifications
N
Add prospect (on Clients tab)
+
Close overlays
Esc

Settings

business rules
Override the defaults that drive every calculation. Saved per-device and synced via /api/user-prefs.

Stripe fees

Used for CC clients (Stripe processing). ACH and Venmo skip this entirely.

Goals

All four track on Overview. Leave a field blank to hide that goal.
📋

Snapshot for Claude

One-click copy of every live number on this dashboard — Avg Profit, MRR, clients, baseline, statement txns this month, Mercury / Stripe balances, last-3-mo personal spend, prospects, affordability obligations, ideas inbox. Paste it in chat with me and I can answer 'can I afford X' / 'what's my margin' / 'who's my biggest client risk' against your actual numbers without you re-typing anything.
Cached for ~5s while the modal renders. Fallback textarea opens if your browser blocks clipboard access.

Overview Layout

Drag-and-drop the order of every card on Overview. Persists per-device.
🪟

Default view

Which top-level view loads first when you open the dashboard.
🎨

Theme

What's New

v2.1.0 latest

What's Next

    Hermes
    Chief of staff · live across finance, clients, calendar, tasks
    Hey Henry. What do you need? Try a quick prompt below, or ask anything about your finance, clients, calendar, or tasks.