Dashboard

Accounts

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All accounts$612,480.31
Banking$18,204.66
Everyday Checking$6,318.04
Ridgeline Savings$11,886.62
Investments$284,117.90
Brokerage$96,431.22
Tallow Creek Retirement$187,686.68
Assets$438,900.00
Real estate$412,000.00
Vehicle — 2019 wagon$26,900.00
Liabilities−$128,742.25
Mortgage−$116,930.11
Auto loan−$11,812.14

Guide

Evening, Marisol
Ask anything about the last 90 days of activity.
How much did groceries change month over month?
Try one of these
What drove my spending up in June? Which subscriptions renewed twice? Am I on pace for the roof fund? Show unusual charges
Cash flow
Updated 4 minutes ago
Upcoming bills
7 due before the 30th

Welcome to Fernrock Guide

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Ask in your own words. Guide reads the accounts you've connected — and, when it helps, current market context — then replies with the figures it used.

Notice what moved, at a glance

See where a category drifted, which balance is behaving oddly, and what deserves a second look this month — without opening a single report.

Act on it when you're ready

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