Use Visualize → Financial Life, Account Map, and Cash Flow to answer three different questions: how the household’s financial system connects, how accounts are organized, and how income moves into spending, saving, accounts, and goals.

Financial Life combines household accounts and liabilities with active income, cash-flow uses, and recorded protection. Expand account categories to inspect individual records. Select an account, income source, or protection record to open its inspector and see the relationships that brighten on the map.

Use the period control to change how flow amounts are displayed. The map can show annual flows beside existing balances; do not add a balance and a flow together as if they were the same measure.

Account Map reorganizes the same in-plan assets and liabilities under the household. Choose Owner, Account type, or Tax status from Group accounts by. Expand a group to see the accounts and balances that produce its total.

Changing the grouping does not change the source accounts. It changes only the way the map organizes them. A missing or unexpected group usually points to an incomplete owner, subtype, tax status, or plan-inclusion field.

Cash Flow traces active income through modeled uses, planned savings, receiving accounts, and goals. Use the period control for yearly or monthly amounts and the owner control to focus the map. Expand a use or group when available, and select a source, account, or goal for more detail.

If the map reports that no accounts receive planned savings, review savings plans and goal funding in the source workspaces. Unassigned savings means recorded future savings have not been mapped to a goal; it is not automatically spendable surplus.

Select an account to open the shared account inspector. Kerdora can quick-edit the account name, an eligible stated balance, and an applicable interest rate. Linked or calculated balances can be read-only. Choose Open full input for ownership, subtype, tax status, holdings, goal assignments, or other structural fields.

Use Print this view. Kerdora sends the current view state—including grouping, period, selection, and expanded groups where supported—to the report. Financial Life, Account Map, and Cash Flow are print-capable.