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LLONECASH PLANNER

YOUR SAMPLE WORKSPACE

Overview 01 Bills & subscriptions 02 Catch me up 03 Transactions 04

Fictional money. Real interactions.

No sign-in. No bank access.
Your changes stay in this tab.

INTERACTIVE DEMO Explore with sample amounts. Please don’t enter personal financial information.

LESS CATCHING UP. MORE CLARITY.

Your money, in view.

A small plan for what comes next.

Lone Cash Planner · Demo preview

QUICK SETUP · SAMPLE WORKSPACE

Step 1 of 4

Make room for a simpler plan.

Try a first-time setup with fictional numbers. You can explore immediately or customize the sample plan in about a minute.

Connect a bank, when you’re ready.

The released product will use Plaid’s secure connection flow. This demo uses a simulated bank and never asks for a login, password, or API key.

Bank connection

This is a limited product preview. Real accounts and cloud sync come in the private beta.

Bank current balance ($)Bank available balance ($)Estimated take-home pay ($)Next paydayPay frequencyDemo currency & time zone

Income is an estimate, not a posted deposit. Enter zero to skip it. The demo’s balance snapshot includes activity through today; projections start tomorrow.

Your first sample bill

Bill amount ($)Next due dateRepeats

Leave the name blank and the amount at zero to skip changes to your setup bill. An existing setup bill is kept. This adds or updates your setup bill; the other fictional bills stay available to explore.

These settings change only this tab’s fictional workspace. No money moves and no transaction is created.

Add a sample transaction

Description

AccountTypeAmount ($)DateCategory

Saved as a sample posted entry. Recorded bank balances remain dated observations; entering an expense does not pretend to refresh the bank.

Link an existing payment

Posted sample payment

Choose an expense from any sample account, including a credit card. Partial payments reduce the amount still due. A payment can be linked only once.

A safe place to explore.

This demonstration contains invented accounts and transactions. There is no shared dummy login, real Plaid connection, server account, or uploaded financial file.

Changes are kept in session storage in this browser tab when available. Closing the session or resetting the sample can discard them; this is not a personal finance backup. Other people using this device may be able to see an open or restored tab.

The demo demonstrates planning, bill links and transaction review. PDF imports, full payroll reconciliation, multi-device accounts, subscriptions, real bank sync and production security are not part of this preview.

Installation adds a shortcut or standalone window depending on your browser. Offline reopening and installation on each operating system still require testing before product release.

Reset this sample?

This removes your edits to the fictional demo in this tab and brings back the original sample. It cannot affect a real account.