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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.

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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.

uunifi.comSample household
Sample UniFi financial health screen; live credit scores are not available

Sample household. Your figures depend on your connected accounts and entered details.

How it works

Financial health, step by step.

1

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

    $8,420.16

  • Joint Savings

    Ally · 0093

    $21,750.00

  • Sapphire Card

    Chase · 1180

    −$1,840.55

  • Roth IRA

    Fidelity · 7702

    $64,310.42

  • 401(k)

    Vanguard · 5521

    $138,905.70
2

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

    $8,361.10

  • Given this month

    $795.00

  • Left to spend

    $1,295.35

  • Emergency fund

    $18,950.00
3

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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Put it into practice.

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Build a retirement checklist around household costs, employer benefits, savings, and giving. Check the assumptions before choosing a contribution target.

Size your emergency fund around essential expenses

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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