Transaction Trace
Event Ledger
Filter the raw transaction stream to understand how modeled decisions propagate through accounts over time.
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January 2026
Jan 1Alex's Salary+$6,730.77→ Joint CheckingRule
Jan 1Jordan's Salary+$2,884.62→ Joint CheckingRule
Jan 1Alex's 401(k) Contribution$884.62Joint Checking → Alex's 401(k)Rule
Jan 1Alex's Employer Match+$384.62→ Alex's 401(k)Rule
Jan 1Alex's Roth IRA Contribution$583.33Joint Checking → Alex's Roth IRARule
Jan 1Jordan's Roth IRA Contribution$583.33Joint Checking → Jordan's Roth IRARule
Jan 1Mortgage Payment-$4,797.00Joint CheckingRule
Jan 1Living Expenses-$4,000.00Joint CheckingRule
Jan 15Alex's Salary+$6,730.77→ Joint CheckingRule
Jan 15Jordan's Salary+$2,884.62→ Joint CheckingRule
Jan 15Alex's 401(k) Contribution$884.62Joint Checking → Alex's 401(k)Rule
Jan 15Alex's Employer Match+$384.62→ Alex's 401(k)Rule
Jan 15Brokerage Sweep$22,501.35Joint Checking → Joint BrokerageRule
Jan 29Alex's Salary+$6,730.77→ Joint CheckingRule
Jan 29Jordan's Salary+$2,884.62→ Joint CheckingRule
Jan 29Alex's 401(k) Contribution$884.62Joint Checking → Alex's 401(k)Rule
Jan 29Alex's Employer Match+$384.62→ Alex's 401(k)Rule
February 2026
Feb 1Joint Checking investment growth+$5.97→ Joint CheckingGrowth
Feb 1Joint Brokerage investment growth+$3,186.35→ Joint BrokerageGrowth
Feb 1Alex's 401(k) investment growth+$1,765.91→ Alex's 401(k)Growth
Feb 1Jordan's 401(k) investment growth+$891.81→ Jordan's 401(k)Growth
Feb 1Alex's Roth IRA investment growth+$544.39→ Alex's Roth IRAGrowth
Feb 1Jordan's Roth IRA investment growth+$288.74→ Jordan's Roth IRAGrowth
Feb 1Riley's 529 investment growth+$92.13→ Riley's 529Growth
Feb 1Home investment growth+$1,562.83→ HomeGrowth
Feb 1Alex's Roth IRA Contribution$583.33Joint Checking → Alex's Roth IRARule
Feb 1Jordan's Roth IRA Contribution$583.33Joint Checking → Jordan's Roth IRARule
Feb 1Mortgage Payment-$4,797.00Joint CheckingRule
Feb 1Living Expenses-$4,000.00Joint CheckingRule
Feb 12Alex's Salary+$6,730.77→ Joint CheckingRule
Feb 12Jordan's Salary+$2,884.62→ Joint CheckingRule
Feb 12Alex's 401(k) Contribution$884.62Joint Checking → Alex's 401(k)Rule
Feb 12Alex's Employer Match+$384.62→ Alex's 401(k)Rule
Feb 15Brokerage Sweep$7,502.36Joint Checking → Joint BrokerageRule
Feb 26Alex's Salary+$6,730.77→ Joint CheckingRule
Feb 26Jordan's Salary+$2,884.62→ Joint CheckingRule
Feb 26Alex's 401(k) Contribution$884.62Joint Checking → Alex's 401(k)Rule
Feb 26Alex's Employer Match+$384.62→ Alex's 401(k)Rule
March 2026
Mar 1Joint Checking investment growth+$4.07→ Joint CheckingGrowth
Mar 1Joint Brokerage investment growth+$2,878.01→ Joint BrokerageGrowth
Mar 1Alex's 401(k) investment growth+$1,567.78→ Alex's 401(k)Growth
Mar 1Jordan's 401(k) investment growth+$784.68→ Jordan's 401(k)Growth
Mar 1Alex's Roth IRA investment growth+$482.12→ Alex's Roth IRAGrowth
Mar 1Jordan's Roth IRA investment growth+$257.18→ Jordan's Roth IRAGrowth
Mar 1Riley's 529 investment growth+$81.00→ Riley's 529Growth
Mar 1Home investment growth+$1,369.70→ HomeGrowth
Mar 1Alex's Roth IRA Contribution$583.33Joint Checking → Alex's Roth IRARule
Mar 1Jordan's Roth IRA Contribution$583.33Joint Checking → Jordan's Roth IRARule
Mar 1Mortgage Payment-$4,797.00Joint CheckingRule
Mar 1Living Expenses-$4,000.00Joint CheckingRule
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