Dashboard
Your financial snapshot
📅
Active Period
No active period
Set one in Budget →
Days Left
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Spent
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Remaining
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Next Payday
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Set up tax projection
Spend by Category
TOTAL
$0
Account Balances
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Connect a bank to see balances
Upcoming Bills
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Savings Goals
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Budget
Your spending periods
Categories
Configure your income sources and expense categories
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Income Sources
Add your income sources and expected amounts. Actuals are tracked automatically on the Budget tab.
Expense Categories
Category
Budget
Recommended
Type
▼
Fixed Expenses
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Variable Expenses
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Discretionary
Life Planning
Savings goals, financial modeling, and growth projections
Bills
Recurring payments, credit cards & cash flow
Bills Total
$0
Paid This Month
$0
Outstanding
$0
CC Balances
$0
Across cards
Recurring Bills
| Name | Amount | Due | Category | Payment | Autopay | Status |
|---|
Credit Cards
💳
No credit cards yet
Add cards manually or sync from a connected bank account
Monthly Cash Flow
Estimated flow based on your salary, bills, and credit card payments — sorted by day of month.
Money In
$0
Money Out
$0
Est. Savings
$0
Savings Rate
0%
Add bills and a salary to see your cash flow timeline.
✦ Tithing
10% of increase — income and investment gains
YTD Owed
$0
YTD Paid
$0
Balance Owed
$0
Last Period
$0
Based on income transactions
Log Tithing
Select a period — income auto-fills from your transactions
Select a period above to calculate.
History
| Month | Income | Inv. Gains | Owed (10%) | Paid | Balance | Notes |
|---|
Investments
Portfolio snapshot
Total Cost Basis
$0
Amount invested
Market Value
$0
At current prices
Total Gain / Loss
$0
Unrealized
Total Return
0%
Since purchase
Holdings
🏦
Connect a brokerage for automatic sync
Link your brokerage account to automatically import holdings, prices, and dividends via Plaid
Subscriptions
Recurring services and memberships
Monthly Total
$0
Annual Total
$0
Active
0
Paused / Cancelled
0
All Subscriptions
| Name | Category | Amount | Billing | Monthly Cost | Renewal Date | Status |
|---|
Tax Projection — 2026
Estimate your federal, state & payroll taxes
Not set up
⚠️
Estimates only — not tax advice. Tax projections are based on user-provided data and may not reflect your actual tax liability. OrderLi is not a licensed tax professional. Results do not account for all tax situations. Consult a CPA or qualified tax advisor before making financial decisions.
Loans
Track balances, payments and payoff progress
Total Owed
$0
Monthly Payments
$0
Avg Interest Rate
0%
Loans
0
Your Loans
🏦
No loans yet
Add a mortgage, car loan, student loan or any other debt
Payment History
No payments recorded yet.
History
Month-by-month financial summary — click any month to drill in
Trend
Net Worth
Total assets minus total liabilities — your real financial picture
Total Assets
$0
Everything you own
Total Liabilities
$0
Everything you owe
Net Worth
$0
Assets − Liabilities
Debt-to-Asset Ratio
0%
Lower is better
Balance
Assets
Liabilities
Assets
Auto-calculated from your data
Manual Assets
Total Assets
$0
Liabilities
Total Liabilities
$0
Net Worth Over Time
| Date | Assets | Liabilities | Net Worth | Change |
|---|
Bank Accounts
Connect your accounts via Plaid — same technology Rocket Money uses
🏦
Connect your banks with Plaid
Securely connect Chase, Capital One, SoFi, and more. Transactions sync automatically to your budget.
Total Cash
$0
Checking + Savings
Credit Used
$0
Card balances
Available Credit
$0
Remaining limit
Accounts
0
Connected
Connected Accounts
▼
Transactions
Pulling —
Transactions
0
This period · $0 total spent
Categorized
0
Auto-matched · 0 need review
All Transactions
| Date | Description | Amount | Budget Category | Period | Account | Status | Returns |
|---|
Account & Settings
Manage your profile, plan, and preferences
Your Account
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A confirmation email will be sent to verify the new address.
Household Members
Invite your spouse or partner to share this household. They'll have full access to the same budget, bills, and investments.
They'll receive an email to create an account and join your household.
Share OrderLi
Know someone who could use a better handle on their finances? Share OrderLi with them.
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Plan & Billing
Communication Preferences
Choose which emails you'd like to receive from OrderLi. You can change these at any time.
Weekly product updates
A short weekly summary of what shipped in OrderLi
New feature announcements
When significant new features or improvements launch
Maintenance & downtime alerts
Brief notice before planned outages or major updates
Preferences
Dark Mode
Toggle light/dark theme
Install App
Add OrderLi to your home screen
Data Management
Export creates a JSON backup of all your OrderLi data.