Total Balance
$610,192.18
+20.1% from last month
Monthly Income
+$5,750.00
+12.2% from last month
Monthly Expenses
-$455.14
+5.2% from last month
Income vs. Expenses
A look at your cash flow over the last 7 months.
Recent Transactions
A list of your recent income and expenses.
| Description | Amount | AI |
|---|---|---|
Grocery Store | -$75.60 | |
Monthly Salary | +$5000.00 | |
Netflix Subscription | -$15.99 | |
Gas Station | -$45.30 | |
Electricity Bill | -$120.00 | |
Freelance Project | +$750.00 | |
Dinner with friends | -$88.25 | |
New shoes | -$110.00 |
AI Financial Summary
Get an AI-generated summary of your financial health for the month.
Click the button to generate your summary.
Expense Breakdown
How your spending is distributed this month.
Assets
An overview of your accounts and properties.
Checking Account
Account
$12,540.50
$500.75
Savings Account
Account
$35,200.00
$120.10
Vanguard Index Fund
Investment
$89,000.78
$1,250.30
Primary Residence
Property
$450,000.00
$5,000.00
Crypto Wallet
Investment
$23,450.90
$800.45