Preferences
Language, currency, and regional settings
Default views and data display
Theme
Choose a preferred theme for the app
Developer Tools
Runtime Config
Authentication
Not signed in
Reset & Preload
Delete all your existing data and then load fresh sample data for a pre-filled environment.
Profile
Customize how you appear on FolioVue
JPG or PNG, 5 MB max
Display name & image URL
Danger Zone
These actions are destructive and cannot be undone.
Reset account
Resetting your account deletes your accounts, categories, merchants, tags, and other data while keeping your user account intact.
Delete account
Deleting your account permanently removes all your data and cannot be undone.
Family
Manage your household name and settings.
HOUSEHOLD · 0
Members
| Role |
|---|
Invitations
Pending
| Status | Created |
|---|
Member & invitation management
Businesses
Manage your business entities, CRA registration details, and control who can see business finances.
Sessions
Manage your active sessions across devices.
| Device | IP | Created | Last Used |
|---|
Advanced session controls
Linked Identities
Manage your connected authentication providers.
| Provider | Linked At |
|---|
Advanced identity controls
Sample Data
Populate your account with realistic Canadian family finance data for testing.
Ready
Clear Data
Delete all financial data from your account. Your login and family membership are preserved.
MCP Server
Connect Claude Desktop or other MCP clients to your FolioVue data.
Add this URL as a remote MCP server in Claude Desktop. You'll authenticate via your FolioVue login.
Editor
Showing data from...
Summary
Net Worth
Trends & Insights
Transactions Breakdown
| Category | Amount | Count | % of Total |
|---|
Accounts
Create and manage cash, bank, credit, and investment accounts.
OTHER ACCOUNTS · 0
Account Trends
Advanced settings
No provider options loaded
Categories
CATEGORIES · 0
No categories found. Use defaults or create your own.
| Name | Class | Color | Icon |
|---|
Category Editor
Family Merchants
FAMILY MERCHANTS · 0
No family merchants yet
| Merchant | Actions |
|---|
Provider Merchants
PROVIDER MERCHANTS · 0
These merchants were automatically detected by your bank connections or AI. You can edit them to create your own copy, or remove them to unlink from your transactions.
No provider merchants linked to this family yet
| Merchant | Source | Actions |
|---|
UNLINKED PROVIDER MERCHANTS · 0
Previously linked merchants.
No unlinked provider merchants found
| Merchant | Source | Actions |
|---|
Advanced Merchant Controls
Advanced merchant controls
Tags
TAGS · 0
| Name | Color |
|---|
Tag Editor
Split Transaction
Attachments / Receipts
Advanced
Transaction List
Monthly Trends
| Date | Name | Category | Amount | Account |
|---|
Trade Editor
Trade List
| ID | Date | Name | Qty | Price | Amount |
|---|
Holdings
| Account | Security | Name | Qty | Price | Amount |
|---|
Valuation Editor
Valuation List
| ID | Date | Amount | Account | Kind |
|---|
Import from Amazon
- Drag this link to your bookmarks bar: FolioVue: Amazon Orders
- Go to your Amazon orders page and make sure you are logged in
- Click the bookmarklet — a status panel will appear and scrape your orders
- Download the CSV, then import it here using the amazon (bookmarklet) preset
Or import Amazon's native CSV from Request Your Data using the amazon (native CSV) preset.
Imports
IMPORTS · 0
No imports yet.
| DATE | OPERATION | STATUS | ACTIONS |
|---|
Advanced Import Controls
List Filters
Import Workflow
No import selected
No wizard data loaded
Row Override Editor
| Row | Valid | Errors | Date | Amount | Name | Ticker | Qty | Price | Account | Category | Tags | Currency |
|---|
Connected Banks
No banks connected yet.
Rules
Rule actions may use AI tokens.
RULES · 0
No rules yet. Set up rules to process transactions after sync.
| ID | Name | Resource | Active | Conditions | Actions |
|---|
Advanced Rule Controls
Advanced rule controls
Recent Runs
| ID | Trigger | Status | Affected | Summary | Created |
|---|
Recurring Transactions
Recurring List
RECURRING TRANSACTIONS · 0
| Merchant | Amount | Expected Day | Next Date | Last Occurrence | Status | Actions |
|---|
Advanced recurring controls
Your API Key
API KEYS · 0
No API keys yet. Create one to access the API.
API Key Details
No active key selected
Permissions
Read/Write
Your API Key
Copy and store this key securely. You'll need it to authenticate your API requests.
No API key selected
How to use your API key
Include your API key in the X-Api-Key header when making requests:
curl -H "X-Api-Key: YOUR_API_KEY" https://example.com/api/v1/accounts
No newly created key
| ID | Name | Scopes | Token | Status |
|---|
AI
OpenAI Configuration
Advanced provider settings
OpenAI
Transaction Categorizer
AI automatically categorizes your transactions based on your defined categories.
PROMPT INSTRUCTIONS
[gpt-4o-mini]
Not loaded
Merchant Detector
AI identifies and enriches transaction data with merchant information.
PROMPT INSTRUCTIONS
[gpt-4o-mini]
Not loaded
Advanced AI Controls
LLM Usage & Costs
Usage Statistics
Recent Usage
No usage data found for the selected period
| Date | Operation | Model | Tokens | Cost |
|---|
Costs are estimates based on provider pricing.
Sync Connections
Connect your bank accounts and data providers.
Bank Connections
Connect bank accounts for automatic transaction sync.
Plaid Not configured
US/Canada bank account sync.
Not configured
No connected accounts
Lunch Flow Not configured
Copy your API key from Lunch Flow.
Not configured
No connected accounts
SimpleFIN Not configured
Get a setup token from SimpleFIN Bridge.
Not configured
No connected accounts
Enable Banking (beta) Not configured
EU bank connections via Enable Banking.
Not configured
No connected accounts
Mercury (beta) Not configured
Business banking API.
Not configured
No connected accounts
Investments & Crypto
Connect brokerage and crypto accounts.
CoinStats (beta) Not configured
Not configured
No connected accounts
Coinbase (beta) Not configured
Not configured
No connected accounts
SnapTrade (beta) Not configured
Not configured
No connected accounts
Sync Settings
Data Services
Market data, merchant logos, and exchange rates.
Danger Zone
Clear exchange rates, security prices, and cached balances.
Exports
EXPORTS · 0
No exports yet.
| DATE | OPERATION | STATUS | ACTIONS |
|---|
User Management
Manage user roles for your family.
USERS · 0
No users found.
| Name | Role | Last Login |
|---|
Access Control
Control how new users can join your family.
Role Descriptions
Role Descriptions
Member
Basic user access. Can manage their own accounts, transactions, and settings.
Owner
Full administrator. Can manage all settings, connections, API keys, AI configuration, and user roles.
February 2026
Categories
Submit Feedback
Feedback Moderation
Feedback List
| ID | Category | Message | Status | Notify | Archived | Created |
|---|
Subscription & Bill Manager
All recurring expenses — subscriptions, bills, utilities, and loans. Click a row to edit renewal date, expected amount, and type.
| Name | Type | Frequency | Monthly | Annual | Renewal | Expected | Change | Flag |
|---|
Goals
Track what you're saving for
Set a target amount and deadline, then watch your progress grow as you save.
Debt Payoff Calculator
Compare snowball vs avalanche strategies. See how extra payments save interest.
Results
Your financial year at a glance
See total income, expenses, savings rate, top spending categories, and monthly trends — all in one view. Select a year and click Generate.
Tax Season Checklist
Your tax preparation status at a glance.
Registered Account Contributions
Track RRSP, TFSA, RESP, and FHSA contributions against your available room.
CRA T2125 — Business Income & Expenses
Map your spending categories to CRA T2125 line items, generate a summary for tax filing, and export a CSV for your accountant.
Category-to-Line Mappings
Map your categories to CRA T2125 line items. Unmapped expense categories go to "Other expenses" (line 9270).
T2125 Report
No report generated yet
Map your categories above, select a tax year, then click Generate report.
GST/HST Return Summary
Calculate your GST/HST obligation based on tracked business transactions with tax amounts.
Tax Slips
Enter T3, T4, T5, or T5008 slip data from your employers and financial institutions.
No tax slips entered
Add T4 employment slips, T3/T5 investment slips, or T5008 securities slips as you receive them.
Canadian income tax estimator
Estimate your federal + provincial income tax based on gross income.
Loans
Track loans and debt
Keep tabs on mortgages, car loans, student debt, or money you've lent out. Record payments and see your balance shrink over time.
| Name | Type | Counterparty | Principal | Balance | Status | Payments |
|---|