Wealth · The page
Where do I enter my personal savings, debt and household expenses?
ComputerOpen Wealth, then the personal figures. Personal cash, Investments, Personal debt, Household monthly expenses, Spouse monthly income, and your filing status.
PhoneOpen Wealth, then the same fields.
None of it is inferred from your bank feed. You type it, DeskOps stores it against your org, and only an owner can read it back. Filing status offers Single, Married filing jointly, Married filing separately and Head of household, and it feeds the take-home math.