Financial data status

Built 2026-06-13 10:49 UTC

Per-source freshness

SourceLast updatedAgeStatusHow to update
FX rates (git) 2026-06-13 0d 🟢 ok Automatic daily cron (fx.yml); investigate the workflow if stale.
Equity prices (git) 2026-06-12 1d 🟢 ok Automatic daily cron (prices.yml); investigate the workflow if stale.
Holdings exports (B2) 2026-06-12 1d 🟢 ok Download fresh institution exports, `bin/finance upload `, then `bin/finance process`.
YNAB income/expense flows (B2) 2026-06-13 0d 🟢 ok Run `bin/finance ynab` to re-sync the full history.
Event markers (B2) 2020-09-03 2109d ⚪ as needed Edit finance_local/inputs/events.json and re-upload (as needed).
Actual taxes (B2) 🔴 missing Add the newly filed year to finance_local/inputs/taxes.json and re-upload.
SSA estimates (B2) 🔴 missing Refresh finance_local/inputs/ssa.json from new SSA statements and re-upload.

Freshness as of 2026-06-13. Cadences live in webapp/scripts/finance_status_view.py — edit, commit & push to tune them.