Bank & Credit Card Brief · April–July 2026

Wilson Properties Bank Dashboard

Bank & credit card management across First-Citizens Bank accounts. April–July 2026 pilot.

Report Date —
Accounts —
Transactions —
Pending Review —
Prepared For Mike Wilson
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Accounts

First-Citizens Bank

Review Queue

Categorize & assign
— transactions awaiting review
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Date Vendor Account Amount Category Property Action
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Big Expenses

Top 10 by amount
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Recurring Items

Detected patterns
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Upcoming Drafts

Monthly automatic payments
Date Vendor Amount Account Description Type Status
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Transaction Search
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Date Vendor Account Amount Category Property Status
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Learned Vendor Mappings

Auto-categorization rules
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