Dashboard

Tuesday, September 22

Good evening, there 👋

Here's your financial snapshot at a glance. Let's keep building your future today.

Net Worth

$21,030

Total Assets

$252,050

Monthly Income

$11,600

Monthly Expenses

$2,185

Income vs Expenses

6-month cash flow overview

AprMayJunJulAugSep$0k$6k$12k$18k$24k

Spending by Category

This month

entertainment
$45
insurance
$160
utilities
$180
transportation
$380
housing
$1,420

Savings Growth Projection

Based on $9,415/mo surplus · starting balance $252,050

Projected Value

$5,922,489

Total Contributed

$2,511,650

Investment Gains

$3,410,839

20262027202820292030203120322034203520362037203820402041204220442046$0k$1.5M$3.0M$4.5M$6.0M
  • Total Contributed
  • Projected (7% return)

Monthly Budget

Set Up

No budgets set

Set spending limits to track progress here.

Create budgets →

Recent Transactions

Your latest activity

View All
−

Streaming Subscriptions

entertainment · Sep 22

-$45
−

Auto Insurance

insurance · Sep 20

-$160
−

Electric Bill

utilities · Sep 18

-$180
⇄

Auto-transfer to Savings

savings · Sep 15

$500
+

Paycheck - Acme Corp

salary · Sep 15

+$5,800
−

Auto Loan Payment

transportation · Sep 10

-$380
−

Mortgage Payment

housing · Sep 5

-$1,420
+

Paycheck - Acme Corp

salary · Sep 1

+$5,800