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Chase

Legacy
Go to Chase
Overview
Total portfolio value$24,380.55
Account label
Balance
Income+$22,367.00
Expenses−$19,480.00
Net+$2,887.00
Value trend
Dec 2024Nov 2025

Recent transactions

Payroll depositFeb 25, 2026+$11,183.50
Card paymentFeb 22, 2026−$284.60
Mortgage paymentFeb 15, 2026−$4,180.00
GroceriesFeb 12, 2026−$412.75
Trusted access
2 of 4
ActualLegacy
AR
Alex Reedfrom Digital accounts
KW
Karen Wellsfrom Digital accounts

Permission levels

No access– Contact cannot access this document
Knows– Knows this document exists
Can view– Can open and read the document
Full info– Gets all details and content

Actual vs. Legacy

Actual permissions apply right now, while you are active. Legacy permissions activate automatically if you stop responding to liveness checks – your vault is then unlocked and contacts gain access according to their legacy level. Inherited rows pick up their values from a parent folder or the vault; click any row to set an explicit override.