Finny — Personal Finance · Bennett Maxwell

Kay OAuth Gate — Action Required to Activate Live Data

To activate live QB data: Kay runs gog qbo auth on Ivan → token lands in gateway.env → Finny auto-populates within 24h.

🔑 Kay — 3 Steps to Activate Live Data

Run QB OAuth on Ivan

In Claude Code: type gog qbo auth — follow browser prompt — paste token when done

Token auto-lands in gateway.env

Fred Finance cron picks it up at next 6AM run — no manual copy needed

Finny auto-populates within 24h

Net worth, cash flow, and account balances will appear here automatically

📊 Net Worth Tracker

Pending QB OAuth — Kay gate

Cash & Checking

$—

Chase + Amex + Credit Unions

STUB

Investments

$—

Brokerage · 401k · IRA

STUB

Real Estate Equity

$—

5 Properties — see Rachel CC

STUB

Other Assets

$—

Vehicles · Equipment · Misc

STUB

⚖️ Net Worth Breakdown

Cash

$—

Investments

$—

Real Estate

$—

Other Assets

$—

Total Net Worth

$—

💸 Monthly Cash Flow — May 2026

Pending QB OAuth — Kay gate

📈 Income Sources

FKI Salary / Draw

$—

Rental Income (5 props)

$—

Investment Returns

$—

Other

$—

Total Income

$—

STUB — Kay Gate

📉 Expense Categories

Housing (mortgages)

$—

Family / Kids

$—

Food & Dining

$—

Subscriptions / Tech

$—

Travel & Entertainment

$—

Total Expenses

$—

STUB — Kay Gate

Net Monthly Cash Flow

$—

Income − Expenses · May 2026

Pending QB OAuth — Kay gate

🏢 FKI Business Snapshot — Cached QB Data

⚠️ QB OAuth Expired — Kay Action Required · Last synced: 2026-05-26

🔐 QB OAuth Expired — Kay must run gog qbo auth on Ivan to restore live sync. Values below are CACHED from 2026-05-26.

YTD Revenue

$390K

FKI 2026 YTD (cached)

CACHED 05-26

Net Income

$252K

After operating expenses

CACHED 05-26

Profit Margin

64.8%

Net / Revenue · FKI 2026

CACHED 05-26

Cost / Signed Deal

$15.3K

9 deals YTD · $2.6K marketing

CACHED 05-26

🏦 Key Accounts Overview

Pending QB OAuth

🏦

Primary Checking

Chase Bank

$—

STUB

💳

Amex Platinum

American Express

$—

STUB

📈

Brokerage

Schwab / Fidelity

$—

STUB

🏖️

Emergency Fund

HYSA

$—

STUB

📅 Upcoming Bills

Auto-detected via Finny — Kay gate pending

📋

Upcoming bills will auto-populate once Finny / Plaid API is connected.
Kay gate required to authorize bank read access.

Live data via QB integration — Kay gate pending

🔧 Integration Status

Finny / Plaid API

Not Connected

Kay gate — authorize bank read

QuickBooks Personal Sync

Not Connected

Separate from FKI QB instance

Dashboard Build

Stub — Live

Shell ready · data pending