Money dashboard
A personal-finance dashboard built from three components: accounts with insights, investments and debts.
How to test
- Connect a bank on Connect a bank to fill the accounts and insights section.
- For investments and debts, create test connections in wp-admin → BankBridge → Sandbox Toolkit → Create a test connection: assign them to your user and choose the Brokerage with holdings and Credit card with APRs presets (or
user_goodwith the investments/liabilities products). - Reload this page — all three sections are populated.
Portfolio and debt totals are cached for 15 minutes; connections without the product are skipped automatically.
Shortcode used on this page: [bankbridge_accounts show="balances,transactions,insights"][bankbridge_portfolio][bankbridge_debts] — see Shortcodes & blocks.