Total accounts
23
Across 10 institutions
Assets
7
Checking / savings / brokerage
Liabilities
16
Mortgage / loans / CCs
Back to Finance
2By institution
Every account · grouped by relationship
Institutions ordered by their total balance contribution. Hover or tap any row for the most recent statement date. USAA is the household's envelope system (16 accounts). Pathways CU is the auto/HELOC anchor. Fidelity holds retirement (not in this parsed-statement DB).
Newrez
1 accountMortgage · ····1768
−$330,333
As-ofPathways CU
5 accountsAuto loan · ····2929
−$52,921
As-ofAuto loan · ····4142
−$50,368
As-ofChecking · ····7081
$3,264
As-ofLoan · ····6540
−$49,433
As-ofSavings · ····0699
$197
StaleLafayette FCU
1 accountLoan · ····8000
−$25,497
As-ofBank of America
1 accountCredit card · ····3291
−$10,920
As-ofUSAA
6 accountsChecking · ····1269
$5,437
As-ofChecking · ····2083
$1,800
As-ofChecking · ····7683
$1,284
StaleChecking · ····8048
$0
As-ofCredit card · ····2957
−$692
StaleCredit card · ····6775
$0
As-ofVenmo
1 accountCredit card · ····6051
−$7,174
As-ofAmazon Prime Store
1 accountCredit card · ····0419
−$932
As-ofSynchrony
2 accountsCredit card · ····0000
−$729
StaleCredit card · ····0308
$0
StaleCapital One
2 accountsChecking · ····7395
$194
As-ofCredit card · ····4404
$0
As-ofAmerican Express
3 accountsCredit card · ····1001
$0
As-ofCredit card · ····1006
$0
As-ofCredit card · ····1009
$0
As-of