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Connector","/app-store/apps/connectors/tradfi","75.app-store/2.apps/connectors/2.tradfi",{"title":438,"path":600,"stem":601},"/app-store/apps/connectors/cryptocurrency-exchange","75.app-store/2.apps/connectors/cryptocurrency-exchange",{"title":434,"path":603,"stem":604},"/app-store/apps/connectors/cryptocurrency-wallet","75.app-store/2.apps/connectors/cryptocurrency-wallet",{"title":303,"icon":258,"defaultOpen":368,"path":606,"stem":607,"children":608,"page":11},"/app-store/apps/planning","75.app-store/2.apps/planning",[609],{"title":459,"path":610,"stem":611,"order":529},"/app-store/apps/planning/life-planner","75.app-store/2.apps/planning/1.life-planner",{"id":613,"title":614,"body":615,"description":974,"draft":11,"extension":975,"header":368,"headline":258,"links":258,"meta":976,"navigation":11,"order":258,"path":977,"seo":978,"stem":979,"view":258,"__hash__":980},"generic/apps/sidecar/index.md","AssetView Sidecar",{"type":616,"value":617,"toc":959},"minimark",[618,622,627,630,633,637,640,644,647,650,654,691,694,698,704,718,721,727,730,738,741,744,747,751,754,758,778,782,785,792,795,799,817,820,824,862,866,915,926,929,932,936],[619,620,621],"p",{},"AssetView Sidecar is a browser extension for Chrome, published by AssetView. It adds order and payment details to transactions that are already in your AssetView records.",[623,624,626],"h2",{"id":625},"what-it-does-for-you","What it does for you",[619,628,629],{},"A bank or card statement often shows only \"Amazon\" or \"Venmo\" and an amount. When you ask AssetView for more information about a transaction like that, Sidecar finds the matching purchase or payment on that site, in the browser where you are already signed in to it, and returns the details to your AssetView account: what was bought, or who was paid and what for. You review what arrived in AssetView.",[619,631,632],{},"Sidecar works with Amazon.com (United States) and Venmo (personal accounts). You choose which of them it may use. Venmo is offered to invited testers first. Sidecar works only while its side panel is open in your browser.",[623,634,636],{"id":635},"your-details-stay-in-your-portfolio","Your details stay in your portfolio",[619,638,639],{},"What Sidecar finds goes to your own AssetView portfolio and nowhere else. AssetView never uses it and never keeps a copy it can read: it is encrypted in your browser with a key that only your own unlocked AssetView can open.",[623,641,643],{"id":642},"if-assetview-just-asked-you-to-approve-a-sidecar","If AssetView just asked you to approve a Sidecar",[619,645,646],{},"AssetView shows \"Approve Sidecar\" when a Sidecar that is signed in with your AssetView account asks to be paired with it. Sidecar shows a code in its side panel, and AssetView asks you to enter that code. The code is what proves that the Sidecar asking is the one in front of you.",[619,648,649],{},"Approve it only if you installed Sidecar yourself and can see its code in your own browser. If you did not start it, do not approve it.",[623,651,653],{"id":652},"what-it-asks-for-and-when","What it asks for, and when",[655,656,657,665,671,685],"ul",{},[658,659,660,664],"li",{},[661,662,663],"strong",{},"Your AssetView sign-in",", the first time you open it. You approve the sign-in on AssetView's own sign-in page. Sidecar never sees your password.",[658,666,667,670],{},[661,668,669],{},"Your approval in AssetView",", to pair it. AssetView shows what the app will share with Sidecar and what Sidecar returns; you choose which portfolio's app it may answer for, and you enter the code Sidecar shows.",[658,672,673,676,677,684],{},[661,674,675],{},"Access to one site for each source",", when you turn that source on: ",[678,679,683],"a",{"href":680,"rel":681},"http://www.amazon.com",[682],"nofollow","www.amazon.com"," for Amazon, account.venmo.com for Venmo. Chrome shows its own prompt, naming the site. Until you turn a source on, Sidecar cannot open or read that site, and AssetView does not ask it about that source.",[658,686,687,690],{},[661,688,689],{},"Your go-ahead for each request."," A request from AssetView waits in Sidecar's Work list until you press Approve. If you choose Always for a source instead, Sidecar starts that source's searches by itself from then on, in that browser, while its side panel is open. You can turn that off in Sidecar's Work menu.",[619,692,693],{},"When you install it, Chrome also lists access to clerk.assetview.com. That is AssetView's sign-in service. Sidecar uses it to sign you in and to keep you signed in.",[623,695,697],{"id":696},"what-it-reads-and-what-leaves-your-browser","What it reads and what leaves your browser",[619,699,700,703],{},[661,701,702],{},"On Amazon",", Sidecar reads two kinds of page and nothing else:",[655,705,706,712],{},[658,707,708,711],{},[661,709,710],{},"Your Payments."," For each charge listed: the date, the amount, whether it is a charge or a refund, the card label as Amazon shows it (for example the card type and its last four digits), the order number and the merchant line.",[658,713,714,717],{},[661,715,716],{},"The order page of a matching charge."," The order number and the items (name, quantity and price).",[619,719,720],{},"To reach older charges, Sidecar presses Amazon's \"Next Page\" button for you, up to 12 pages back. While it pages through Your Payments, a banner in that tab says so, and you can stop it from the Sidecar panel.",[619,722,723,726],{},[661,724,725],{},"On Venmo",", Sidecar opens your statement page and asks Venmo for your statement for each month it needs: the same statement Venmo's own Download button gives you. From it Sidecar keeps only the completed payments you sent, and of those only the payment id, the date, the amount, the recipient's name, the payment's note and the name of the funding source. Everything else in the statement is dropped in your browser. Sidecar clicks nothing and types nothing on Venmo.",[619,728,729],{},"A purchase or payment matches when it has the same amount as the transaction you asked about and a date close to it. Only matches leave your browser:",[655,731,732,735],{},[658,733,734],{},"For an Amazon purchase: whether it is a charge or a refund, its date, amount and card label, the order number and a link to the order page when the charge names an order, and the items (name, quantity and amount) when the order page could be read.",[658,736,737],{},"For a Venmo payment: its date and amount, the payment id, the recipient's name, the payment's note and the name of the funding source.",[619,739,740],{},"All of it is encrypted in your browser before it is sent. Charges and payments that match none of your requests are not sent and are not kept.",[619,742,743],{},"When you pair it, Sidecar also sends AssetView a short label for your browser: the browser's name, the operating system, and a number worked out from the browser's identification string, its language, and the screen's size and color depth. It lets you tell one browser from another in your list of companions.",[619,745,746],{},"If a site changes and Sidecar cannot read a page, you can choose Report a problem. The report names the source, which kind of page and which named parts could not be read, and Sidecar's version. Nothing from the page is in it.",[623,748,750],{"id":749},"how-sidecar-knows-where-to-look","How Sidecar knows where to look",[619,752,753],{},"AssetView publishes a short, signed description of each source: the site, the addresses of the pages to open, and where on a page the date, the amount and the other details are. Sidecar checks AssetView's signature before it uses one. A description is plain data, not a program. It cannot give Sidecar a new button to press or anything to type, and it cannot reach a site you have not turned on. The one button Sidecar can press, Amazon's \"Next Page\", is built into Sidecar itself.",[623,755,757],{"id":756},"what-it-never-does","What it never does",[655,759,760,763,766,769,772,775],{},[658,761,762],{},"It never reads or stores a password, yours at AssetView or at any source, and it does not read cookies.",[658,764,765],{},"It does not read your name or your delivery address from Amazon. It reads a card only by the label Amazon shows.",[658,767,768],{},"It reads only the sites of the sources you turned on. It does not look at your browsing history or at your other tabs.",[658,770,771],{},"It never places an order, sends money, or changes anything in your Amazon or Venmo account. The only button it presses anywhere is Amazon's \"Next Page\" on Your Payments.",[658,773,774],{},"It does not edit your transactions in AssetView. What it returns is for you to review there.",[658,776,777],{},"It has no advertising and no analytics, and what it reads is never sold or shared.",[623,779,781],{"id":780},"how-to-get-it","How to get it",[619,783,784],{},"Sidecar is in the Chrome Web Store. For now it is available to invited testers. If you have been invited, this is its store page:",[619,786,787],{},[678,788,791],{"href":789,"rel":790},"https://chromewebstore.google.com/detail/bpldibohmolbdhmokhomfghhocnkjlbl",[682],"AssetView Sidecar in the Chrome Web Store",[619,793,794],{},"You need Chrome 120 or later, an AssetView account, and an account at each source you turn on.",[623,796,798],{"id":797},"how-to-pair-it","How to pair it",[800,801,802,805,808,811,814],"ol",{},[658,803,804],{},"Click the Sidecar button in Chrome's toolbar. Its side panel opens.",[658,806,807],{},"Choose \"Sign in with AssetView\" and approve the sign-in on the page that opens.",[658,809,810],{},"Sidecar shows a code of eight letters.",[658,812,813],{},"In AssetView, an \"Approve Sidecar\" box appears. If it does not, open Vault, then Companions. Tick the app Sidecar may answer for, enter the code and press Approve.",[658,815,816],{},"Sidecar's panel shows \"Ready\". Turn on the sources you want; requests from AssetView then appear in its Work list.",[619,818,819],{},"After you close and reopen your browser, Sidecar waits until you open AssetView in the same browser and unlock it, or until you pair it again.",[623,821,823],{"id":822},"how-to-remove-it","How to remove it",[655,825,826,832,838,844,850,856],{},[658,827,828,831],{},[661,829,830],{},"Turn a source off."," In Sidecar's Work menu, turn off the source's switch. Sidecar gives that site's access back, and AssetView stops asking it about that source. An answer that was already waiting is still delivered.",[658,833,834,837],{},[661,835,836],{},"Unpair."," In Sidecar's Account menu, choose Unpair and confirm. AssetView stops sharing with that Sidecar, and Sidecar forgets the pairing once AssetView confirms.",[658,839,840,843],{},[661,841,842],{},"Remove it in AssetView."," Under Vault, then Companions, remove the Sidecar. This also works when you no longer have the browser it was in.",[658,845,846,849],{},[661,847,848],{},"Take away a site's access."," In Chrome's extension settings, remove Sidecar's access to the site. That turns the source off in Sidecar until you turn its switch on again.",[658,851,852,855],{},[661,853,854],{},"Sign out."," In Sidecar's Account menu, choose Sign out to end the sign-in in that browser.",[658,857,858,861],{},[661,859,860],{},"Remove the extension."," Chrome deletes what Sidecar kept in the browser. Unpair first, or remove the Sidecar in AssetView afterwards, so that the pairing ends too.",[623,863,865],{"id":864},"try-it-step-by-step","Try it, step by step",[800,867,868,871,884,887,890,893,900,903,906,909,912],{},[658,869,870],{},"Install the extension in Chrome and pin its toolbar button.",[658,872,873,874,878,879,883],{},"Open AssetView (",[678,875,876],{"href":876,"rel":877},"https://client.assetview.com",[682],") in a tab, sign in and unlock, and open a portfolio's Household Finance app. Testers of the development build use ",[678,880,881],{"href":881,"rel":882},"https://client.assetview.dev",[682],".",[658,885,886],{},"Click the Sidecar toolbar button. The side panel opens and shows a \"Sign in with AssetView\" button. Click it.",[658,888,889],{},"A tab opens on AssetView's sign-in page and asks you to approve the sign-in. Approve it. The side panel now shows a \"Pair with AssetView\" dialog with a code of eight letters.",[658,891,892],{},"Go back to the AssetView tab. It shows an \"Approve Sidecar\" dialog. If it does not, open Vault, then Companions, and choose \"Enter code\". The dialog lists what Household Finance shares with Sidecar and what Sidecar returns; make sure that Household Finance is ticked, enter the code from the side panel, and click Approve. The side panel's header changes to \"Ready\".",[658,894,895,896,899],{},"The side panel's Work card says \"Turn on a source to start\" and shows a switch for each source. Up to this point Sidecar has no access to Amazon, Venmo or any other source site. Turn on Amazon. On a fresh installation Chrome shows its own prompt asking to allow ",[678,897,683],{"href":680,"rel":898},[682],", and only that site. Click Allow.",[658,901,902],{},"In Household Finance, open Transactions and click \"Start Clean Up\". When the portfolio holds an Amazon purchase that has no category, AssetView asks Sidecar about it.",[658,904,905],{},"In the side panel, the Work list shows a row such as \"1 Amazon purchase\" with Approve and Always. If the row is not there yet, click the refresh button (\"Check for requests\"). Sidecar has not opened or read any Amazon page yet.",[658,907,908],{},"Click Approve. A dialog says what a search reads and sends. Click Approve in it.",[658,910,911],{},"Sidecar opens Amazon's Your Payments page in a background tab and reads the charges listed there. The \"What it did\" card in the side panel lists each step. To reach older charges, Sidecar may press Amazon's \"Next Page\" button, up to 12 pages back; while it pages, a banner at the top of that tab says \"AssetView Sidecar is reading your Amazon charges. Stop it from the Sidecar panel.\"",[658,913,914],{},"The result depends on the charges in your Amazon account.",[655,916,917,920,923],{},[658,918,919],{},"A charge with the same amount as the purchase, dated from 5 days before to 2 days after it: the row shows \"Sent\", the log says \"Sent 1 answer to AssetView for review\", and the purchase in Clean Up shows \"Details from your Sidecar\".",[658,921,922],{},"No such charge: the row shows \"Not found\" with \"Search again\", and the log says \"Found 0 of 1\". Nothing is sent to AssetView.",[658,924,925],{},"If Sidecar could not check everything (a page it could not read, or more pages than its limit), the row shows \"Not fully checked\" with \"Search again\".",[619,927,928],{},"If you are not signed in to Amazon, at step 10 Amazon shows its sign-in page instead of Your Payments. Sidecar reads nothing, brings that tab to the front, and the side panel says \"Amazon did not show the expected page. Sign in or finish what it asks in the tab that opened. Sidecar continues by itself.\" The row offers Give up, which ends the search and closes the tab.",[619,930,931],{},"Venmo works the same way. In the side panel's Work menu (three dots), under Sources, turn on Venmo. On a fresh installation Chrome asks to allow account.venmo.com, and only that site. If the Venmo row does not appear, choose \"Exit Clean Up\" and then \"Start Clean Up\" again in AssetView. Choose Approve on the row \"1 Venmo payment\", then Approve in the dialog. Sidecar opens Venmo's statement page in a background tab and asks Venmo for the statement of the month or months around the payment, the same file Venmo's Download button gives. It clicks and types nothing on Venmo. With no matching payment in your own Venmo account the row shows \"Not found\" and nothing is sent. If you are not signed in to Venmo, Sidecar reads nothing and brings the Venmo tab forward; it never asks for access to Venmo's sign-in site.",[623,933,935],{"id":934},"help-and-privacy","Help and privacy",[655,937,938,944,951],{},[658,939,940,941],{},"Help: ",[678,942,943],{"href":6},"assetview.com/support",[658,945,946,947],{},"How Sidecar treats your information: ",[678,948,950],{"href":949},"/apps/sidecar/privacy","AssetView Sidecar Privacy Notice",[658,952,953,954,956,957],{},"The AssetView ",[678,955,490],{"href":491}," and ",[678,958,494],{"href":495},{"title":960,"searchDepth":529,"depth":546,"links":961},"",[962,963,964,965,966,967,968,969,970,971,972,973],{"id":625,"depth":546,"text":626},{"id":635,"depth":546,"text":636},{"id":642,"depth":546,"text":643},{"id":652,"depth":546,"text":653},{"id":696,"depth":546,"text":697},{"id":749,"depth":546,"text":750},{"id":756,"depth":546,"text":757},{"id":780,"depth":546,"text":781},{"id":797,"depth":546,"text":798},{"id":822,"depth":546,"text":823},{"id":864,"depth":546,"text":865},{"id":934,"depth":546,"text":935},"The browser companion for AssetView. It adds order and payment details from Amazon and Venmo to transactions already in your records, and what it finds goes only to your own portfolio.","md",{},"/apps/sidecar",{"title":614,"description":974},"apps/sidecar/index","S3xVpeLX8-D2goGujNo6hzW_6ZWo8BFtfzFELdfFy7M",[258,258],1791891566582]