Net Worth
$124,580
▲ 4.2% this month
Cash Balance
$18,420
Across 3 accounts
Investments
$89,200
▲ 6.1% YTD
Monthly Spending
$3,240
▼ 8% vs last month
Upcoming Payment
Rent due in 5 days — $1,850
My Accounts
C
Checking
****4521
$12,450
S
Savings
****7832
$5,970
I
Brokerage
****2201
$89,200
Budget Overview
On Track
Food & Dining
$420 / $600
Shopping
$280 / $400
Transport
$180 / $250
Entertainment
$95 / $150
Recent Transactions
View All
| Description | Category | Date | Amount |
|---|---|---|---|
| Whole Foods Market | Food | Feb 18, 2026 | -$84.32 |
| Direct Deposit • Acme Corp | Income | Feb 16, 2026 | +$4,200 |
| Shell Gas Station | Transport | Feb 15, 2026 | -$52.00 |
| Netflix | Subscriptions | Feb 14, 2026 | -$15.99 |
| Stripe Purchase | Shopping | Feb 13, 2026 | -$129.00 |
Last 5 transactions