Review your next step
Review your household financial health
Review giving, savings, debt and budget measures from your household data, with suggested next steps. Live credit scores are not connected to UniFi yet.
In short
UniFi reviews giving, savings, debt and budget measures when enough household activity has synced. Live credit scores are not available, and the grade is a planning aid rather than a credit rating.
Sample household. Your figures depend on your connected accounts and entered details.
How it works
Financial health, step by step.
Start with recorded activity
Connect accounts and let a full month of activity sync. Missing data can leave the health view unavailable until there is enough to assess.
Accounts
The Carter Household · sample
Net worth
$349,765.73+$5,100.00 this month
Everyday Checking
Chase · 4821
$8,420.16Joint Savings
Ally · 0093
$21,750.00Sapphire Card
Chase · 1180
−$1,840.55Roth IRA
Fidelity · 7702
$64,310.42401(k)
Vanguard · 5521
$138,905.70
Read each area
Review giving, savings, debt and budget separately. The grade describes recorded financial measures, not your worth or character.
Your household, in view
Sample household
Income this month
$8,361.10Given this month
$795.00Left to spend
$1,295.35Emergency fund
$18,950.00
Choose a next step
Use suggested actions to review a budget, build a buffer or work on debt. Credit data and a historical score trend are not promised.
Decide with the details in view
Sample household
Review your budget and account activity before changing the plan.
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Set an emergency fund target from your essential expenses and income stability. Compare cash-buffer examples, choose a first milestone, and plan to refill it.
Questions people ask.
Does UniFi show my credit score?
Not yet. A live credit feed is not connected. Real households are not assigned a sample credit score; the public demo may show sample data.
Why is my financial health grade missing?
UniFi needs connected accounts and enough complete activity to assess the household. A newly linked account may need time to sync a full month.
Can I see past quarterly health grades?
A complete history is not available yet. Do not treat a demo trend as your household’s past performance.
Can my spouse use it too?
Yes. A spouse is included on every plan. Invite them from Settings so each of you can sign in to the same household.
What does UniFi cost?
Steward is $7.99 a month billed annually or $11.99 billed monthly. Steward+ is $13.99 a month billed annually or $19.99 billed monthly. Both include a spouse and a 7-day free trial.
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