Financial Dashboard
Track your finances, budgets, and savings goals
Total Balance
$89,531.60
4.2%vs last month
Monthly Income
$0.00
3.1%vs last month
Monthly Expenses
$0.00
8.2%less than last month
Net Savings
$0.00
12.5%vs last month
Income vs Expenses Trend
Spending by Category
Your Accounts
Primary Checking
Chase Bank
$8,456.23
0.0%this month
High-Yield Savings
Marcus by Goldman Sachs
$25,340.00
0.0%this month
Travel Rewards Card
Chase Sapphire
-$2,156.78
0.0%this month
Investment Portfolio
Fidelity
$45,892.15
0.0%this month
Savings Goals
Emergency Fund (6 months)
$12,000.00 of $18,000.00
Vacation to Japan
$2,350.00 of $5,000.00
New Car Down Payment
$3,200.00 of $8,000.00
Home Renovation
$4,500.00 of $15,000.00
Recent Transactions
| Date | Description | Category | Amount | |
|---|---|---|---|---|
| Aug 27 | Groceries - Trader Joe's Whole Foods | Groceries | Primary Checking | +$207.85 |
| Aug 27 | Transportation - Parking Parking | Transportation | Primary Checking | +$80.89 |
| Aug 25 | Entertainment - Netflix AMC Theaters | Entertainment | Primary Checking | +$25.90 |
| Aug 23 | Transportation - Chevron Lyft | Transportation | Primary Checking | +$45.32 |
| Aug 22 | Dining Out - DoorDash DoorDash | Dining Out | Primary Checking | +$59.48 |