Holdings synced daily from your brokerage via Plaid · Live prices via Yahoo Finance
🔗 ACORNS SYNC
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GOAL
About Active Goal
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Scheduled: 0
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Pending: 0
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Not completed: 0
📌 Current Goal
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No projects yet. Create your first goal!
⏭️ Upcoming Deposits
📈 Asset Portfolio
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No holdings synced yet.
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📐 Contribution Planner
Goal amount ($)
Number of days
Daily deposit ($)
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⚠️ This shows cash movements reported by Plaid (deposits, dividends, rebalances). Asset purchase details (which ETF each contribution bought) are not yet available through this connection.
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🎯 Set Goal
⚙️ Manage Types
✏️ Edit Transaction
➕ Add Transaction
❓ USER GUIDE
1
Access KA$H Open your browser and go to kashsolutions.us — no installation needed. Works on desktop, tablet and mobile.
2
Sign In Option A: Click "Sign in with Google". Option B: Enter email and password — click "Create free account".
3
Subscribe to KA$H Pro Click "Subscribe KA$H Pro" — $15.00/month. Secure payment via Stripe. Cancel anytime.
4
Set Up Your Profile Click the 👤 Profile button in the top right. Fill in: First Name, Last Name and Date of Birth. Email and client number are generated automatically. Click "Save Profile".
📌 Your Client Number is unique and permanent. Format: MMYYXXXXX (e.g. 0526 00247 = May/2026). Use it when contacting support.
1
Open the Form In the Overview tab, click "+ New Project".
2
Fill in the Fields Name: e.g. "Emergency Fund" Goal ($): total amount — e.g. $1,000 Start Date / End Date: define the timeline Risk Profile: Conservative, Moderate or Aggressive.
3
Create the Project Click "Create Project". The recommended daily contribution is calculated automatically based on your goal and remaining days.
📌 You can create multiple projects — each with its own goal and timeline.
1
Select the Project Click the project tab in the navigation bar. Scroll down to "Add Contribution".
2
Fill in the Date Amount ($): e.g. $5.00 Date: the actual contribution date (can be backdated). Note (optional): e.g. "Coffee savings", "Paycheck".
3
Confirm Click "Add Contribution". History is updated immediately with the running accumulated balance.
⚠️ Deleted contributions cannot be recovered. Closed projects have contributions locked.
1
Access the Portfolio Tab Click "Portfolio" in the navigation bar. Click "+ New Entry".
2
Fill in the Date Entry Date: actual purchase date. Ticker: e.g. VOO, QQQ, IJH, IJR. Shares: quantity — e.g. 0.0102. Price/Share ($): price paid per share on purchase date.
3
Track Performance Click "Save Entry". Use "🔄 Refresh" to update quotes. The app shows: current value, gain/loss in $ and %, and today's variation.
4
Adding More Shares When you buy more shares, use "+ Add Shares" on the ETF card. The app calculates the difference and updates automatically.
📌 Portfolio data is saved in the cloud — accessible from any device where you log into KA$H.
1
Access the Project Click the project tab. Scroll to the bottom — click "🔒 Close Project".
2
Define the Balance Source YES → uses the current Portfolio ETF balance. NO → uses the estimated balance with interest calculated by the app.
3
Choose the Action Transfer: balance goes as a contribution to the destination project. Withdraw: documents that the amount was withdrawn. Pending: decide later — waits for bank consolidation.
4
Adjust Transferred Balance In the destination project, the contribution is marked with a TRANSFER badge. Click ✏️ to adjust the value when the balance consolidates in your account.
📌 Closed projects remain in history and cannot be deleted. Their data is preserved permanently.
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