Cecchin

Welcome back

Your morning brief, your money, and answers grounded in your own accounts.

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Good morning
The briefWaiting for your data

Your morning brief writes itself here the moment your money connects. Three ways in: accept a family-money share (in your profile — tap the C, top left), upload a bank CSV, or connect your bank — Plaid arrives in days.

Freedom date
6-month reserve
Rent roll
Tax set-aside
Since you looked
☀ Today from Cecchin

Your real brief from your connected Gmail, Tasks and money.

💬 Chat with Cecchin

Ask anything — Cecchin knows your rich life and your money, and never moves a cent.

Real estate
Units
connects with your data
Rent · this month
paid / expected
NOI · month
across properties
Tax forecast
full-year, living
🛠 Maintenance

🏗️ Projects
🏠 Property values

Estimates from RentCast — the address, plus what the building is if you fill that in, sent only when you tap Get value. What you paid, your insurer and your notes stay here. Refreshed at most monthly; an estimate is a direction, not an appraisal. Address suggestions come from Amazon Location Service — inside the same AWS account that runs Cecchin — which sees what you type in the address box as you type it, and nothing else.

📎 Inspections & documents

Nothing filed yet — inspection reports, insurance policies, move-in photos all live here.

Records for now — photo & PDF upload arrives with the private storage bucket (your go).

Money in
connects with your data
Money out
connects with your data
6-mo reserve
connects with your data
Freedom date
add your household below
📈 90-day outlook

Where your reserve, spend, and taxes are heading — projected from your own data once your accounts connect.

👪 Household
A sub-tab for each person of the family — tap + to add the first (e.g. Alberto).
Free by
Unlocked

🎯 Financial freedom growth %/yr
Add your household above (income, expenses, and what each person has invested) to see your freedom date.

Estimate — “free” = your household’s invested covers 25× its yearly spend (the 4% rule), growing at the real return above. Social Security (if you enter it per person) is shown as income after 67; healthcare before 65 — the Medicare bridge — is on you. A direction, not a promise.

Cash flow
Budget
Spending

🏦 Your banks
Read-only · import a statement · disconnect

Cecchin can see your balances and transactions and can never send or move a cent. The connection stays encrypted in your account.

Import a statement

Export a CSV from your bank and drop it here — it files into your personal money. Re-uploading the same file is free, nothing doubles up. A business statement goes in 📘 My books → 🏦 Business banks, so the two never mix.

Your analysts

Finance and Familia — reading your own transactions in the cloud. They analyse and recommend; they never move money or change a record.

Ask Cecchin · live AI

Ask a real "what if…" about your money — Cecchin answers with the tradeoff, a recommendation, and what would change it.

Cecchin is working through the numbers…
You get 5 live runs a day.
My desk · where the work happens
Tasks

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Everything, one tap

The whole desk, one color per job. Most of these are live now — the two greyer ones arrive with your own data.

You · your account
Your personal rich life

In your own words — the life this is all for. Cecchin keeps it in view on your Personal layer.

Saved ✓
Your business rich life

What the business is really for — the shape of it when it's working. Cecchin keeps this in view on your Business layer.

Saved ✓
Your memory

Bring what Cecchin should know about you — paste notes, or the text from a ChatGPT / Claude / Gemini export. Stored in your account, encrypted and yours to delete.

    Nothing saved yet.
    Family

    👪 Share the family money

    They'll see the money picture — freedom date, income, spend, reserves — clearly marked as shared by you. Never your chats, agents, memory or tasks. Revoke anytime; it cuts access instantly.

    Your data

    It's yours. Take it or erase it, anytime.

    Projects
    Shipments
    Email

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    Calendar

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    Contacts

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    💬 What do you think?

    Two lines about what worked and what didn’t — it goes straight to the person building this.