Your Accounts, Connected

TL;DR

The Accounts page is your central hub for every bank account, credit card, and loan connected to rogat.ai. You get a single view of your total net position — assets minus liabilities — with real-time sync status, connection health monitoring, and the ability to drill into individual accounts. It's how rogat.ai knows your full financial picture.

What You'll See

• Net Position — Your total across all accounts: assets ($45,487.53) minus liabilities ($386,832.45). One number that tells you where you stand.
• Assets & Liabilities — Visual breakdown bar showing the split. See exactly how much sits in chequing, savings, and investment accounts vs. what you owe on credit cards, mortgages, and loans.
• Connection Health — Real-time status of every bank connection. Green means synced recently; issues are flagged immediately so you can reconnect before data goes stale.
• Sync Status — See when each institution last synced and how long ago. "Sample Data — 2h ago" means your data is fresh.
• Account Summary Sidebar — Quick counts: 3 asset accounts ($45,487.53), 2 liabilities ($386,832.45). At a glance, without scrolling.
• Linked Institutions — Accounts grouped by bank. TD Chequing ($4,287.53), RBC Visa Infinite (-$1,832.46), and more — each showing balances and utilization.
• Quick Actions — "Refresh every active institution" and "+ Add another connection" buttons right at the top. No digging through menus.

Why It Matters

Most people check their bank app for one account at a time. If you have a chequing account at TD, a credit card at RBC, a mortgage at BMO, and a TFSA at Wealthsimple — that's four apps, four logins, four separate views of your money.

rogat.ai pulls them all into one page. The net position number is especially powerful — it's the single number that summarizes your entire financial situation. And because connection health is monitored automatically, you never have to wonder if your data is out of date.