foliome

Daily financial summary — net worth, recent activity, payment due dates, alerts

Manage recurring scheduled tasks — add, list, pause, resume, remove

Build a custom dashboard view from a natural language request — query, API, React component, build, deploy

On-demand financial briefing — spending, balances, portfolio, transactions, reports, CSV export

Override transaction categories via natural language — update rules, reclassify

Guided first-bank setup — credentials, exploration, sync, extraction, import

Discover and build a complete bank integration by answering 9 required questions

Track credit card payment due dates and alert before they're due

Wiki maintenance — consolidate pages, update goals with real data, discover patterns, write monthly reflections

Monitor transactions for large charges, low balances, and unusual activity

Sync all financial institutions — balances, transactions, MFA handling, import, classify