Built 2026-06-19 09:17 UTC
This page tracks whether each source updated. To triage a specific dollar figure, see balances by account →.
These refresh on a schedule — a stale row means the workflow needs a look, not a manual update.
| Source | Last updated | Age | Status | How to update |
|---|---|---|---|---|
| FX rates | 2026-06-18 | 1d | 🟢 ok | Automatic daily cron (fx.yml); investigate the workflow if stale. |
| Equity prices | 2026-06-18 | 1d | 🟢 ok | Automatic daily cron (prices.yml); investigate the workflow if stale. |
| YNAB income/expense flows | 2026-06-19 | 0d | 🟢 ok | Automatic nightly cron (finance-ynab.yml); run `bin/finance ynab` to force a re-sync. |
These have no API and are refreshed by hand — due soon once past the ideal cadence, overdue once past the minimum.
| Source | Last updated | Age | Status | How to update |
|---|---|---|---|---|
| Holdings exports | 2026-08-01 | -43d | 🟢 ok | Download fresh institution exports, `bin/finance upload |
| Betterment holdings | 2026-06-14 | 5d | 🟢 ok | Download the Betterment cost-basis report (+ 1099-B for taxable accounts), `bin/finance upload |
| Robinhood holdings | 2026-06-12 | 7d | 🟢 ok | Download the Robinhood transaction-history CSV, `bin/finance upload |
| Investment-property value (Redfin) | 2026-08-01 | -43d | 🟢 ok | Append a monthly Redfin snapshot to the property in inputs/accounts.json, then process. |
| Mortgage balance (Chase) | 2026-08-01 | -43d | 🟢 ok | Copy the Chase mortgageHistory JSON page(s) into raw/, then upload + process. |
| Actual taxes | — | — | 🔴 missing | Add the newly filed year to finance_local/inputs/taxes.json and re-upload. |
| SSA estimates | 2026-06-13 | 6d | 🟢 ok | Refresh finance_local/inputs/ssa.json from new SSA statements (`bin/finance ssa |
| Expected W2 income | 2026-06-19 | 0d | ⚪ as needed | Update finance_local/inputs/income.json when W2 income changes, then `bin/finance upload finance_local/inputs/income.json --prefix inputs`. |
| Event markers | 2026-08-01 | -43d | ⚪ as needed | Edit finance_local/inputs/events.json and re-upload (as needed). |
| Sleep quality (Sleep Cycle) | 2026-05-25 | 25d | 🟢 ok | Export the Sleep Cycle CSV into data/sleep/, then make sleep + commit. |
| Race results | 2026-05-23 | 27d | ⚪ as needed | Add an entry to webapp/race_results.json after a race. |
Freshness as of 2026-06-19. Sources & cadences live in webapp/scripts/data_status_view.py — edit, commit & push to tune them.