Dashboard
Good evening
Here's your financial snapshot for today.
Net Worth
+4.4%$113,412.95
Total Income
+15.9%$9,850.00
Total Expenses
-6.4%$5,071.81
Savings Rate
+34.0%48.5%
Cash Flow
$4,778.19
Pending
$847.32
Upcoming Bills
$3,712.62
Income vs Expenses
Spending by Category
Housing
43%$2,200.00
Food & Dining
14%$724.50
Shopping
12%$623.80
Insurance
8%$420.00
Transportation
6%$312.75
Utilities
6%$298.40
Entertainment
4%$187.40
Healthcare
3%$165.00
Subscriptions
2%$89.97
Education
1%$49.99
Budget Progress
ShoppingBagShopping
$623.80/$500.00
125%
Gamepad2Entertainment
$187.40/$200.00
94%
ShieldInsurance
$420.00/$450.00
93%
UtensilsCrossedFood & Dining
$724.50/$800.00
91%
HomeHousing
$2,200.00/$2,500.00
88%
ZapUtilities
$298.40/$350.00
85%
CarTransportation
$312.75/$400.00
78%
RepeatSubscriptions
$89.97/$150.00
60%
HeartHealthcare
$165.00/$300.00
55%
GraduationCapEducation
$49.99/$200.00
25%
Cash Flow
Net Worth Over Time
Savings Goals
🛡️Emergency Fund
75%$18,750.00$25,000.00
✈️Japan Vacation
53%$3,200.00$6,000.00
🏠House Down Payment
43%$34,250.00$80,000.00
Completed
💻New MacBook Pro
$3,500.00
Top Merchants
Recent Transactions
| Date | Description | Account | Amount | Status |
|---|---|---|---|---|
| Today | State FarmInsurance | Primary Checking ••4821 | -$224.92 | Cleared |
| Today | CVS PharmacyHealthcare | Primary Checking ••4821 | -$43.69 | Pending |
| Yesterday | TargetShopping | Primary Checking ••4821 | -$222.28 | Cleared |
| Yesterday | UberTransportation | Primary Checking ••4821 | -$38.54 | Cleared |
| Apr 2 | Planet FitnessHealthcare | Primary Checking ••4821 | -$102.92 | Cleared |
| Apr 1 | Employer Inc.Salary | Primary Checking ••4821 | +$8,500.00 | Cleared |
| Apr 1 | Rent PaymentHousing | Primary Checking ••4821 | -$2,200.00 | Cleared |
| Apr 1 | CostcoShopping | Primary Checking ••4821 | -$29.52 | Pending |
| Mar 31 | NetflixSubscriptions | Travel Rewards Card ••1087 | -$8.46 | Cleared |
| Mar 30 | State FarmInsurance | Primary Checking ••4821 | -$86.36 | Cleared |
Bills Due Soon
| Bill | Due | Amount |
|---|---|---|
AT&T Wireless | in 3 days | $89.99 |
SoFi Loan Payment | in 5 days | $385.00 |
Spotify Premium | in 7 days | $10.99 |
Netflix | in 10 days | $22.99 |
Planet Fitness | in 10 days | $24.99 |
Budget Alerts
| Category | Progress | Used |
|---|---|---|
Shopping | 125% used | |
Entertainment | 94% used | |
Insurance | 93% used | |
Food & Dining | 91% used | |
Housing | 88% used | |
Utilities | 85% used |