Demo workspace
Accounts
One place for bank accounts, cards, investments, loans, and the balances behind your net worth.
Net worth
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- Assets
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- Liabilities
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- Cash available
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- Tracked accounts
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By institution
Balances are counted once. Wallet-only cards stay linkable without changing net worth.
Connected records
Where your accounts are used
See which account names receive income or pay for purchases and renewals.
Balance update setting
Local changes
Local onlyBalance changes are made manually in Amveric and are never overwritten by a connected institution.
Connection health
No Plaid connections
Institution reauthorization
Exact Plaid consent expirations take priority. When Plaid has not returned one yet, Amveric uses the institution’s known consent interval as an early estimate.
Sync protection
Balance backup history
Your five newest recovery points are kept here. Amveric also saves one before Connected changes is enabled. Restoring affects balances only—not names or linked records.