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Demo — A-Grade Financial Profile

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Total Net Worth

$214,000

↑ +$3,415 this month · zero debt

Income

$8,500

Take-home this month

Spending

$3,485

41% of income ✓

Total Debt

$0

Debt free 🎉

Savings Rate

35%

Saved of income ✓

Connected Banks

3 linked

Chase Checking ····4821

Checking · JPMorgan Chase

$25,500

Fidelity Roth IRA

Investment · Fidelity

$106,200

Vanguard Brokerage

Investment · Vanguard

$82,300

Spending Split

$5,210

spent

6-Month View

Recent Transactions

Payroll – Acme Corp

Income · May 1

+$8,500.00

Roth IRA Contribution

Investing · May 1

-$583.00

Grace Community Church

Tithe · May 1

-$850.00

Whole Foods Market

Groceries · May 3

-$186.42

Savings Transfer → HYSA

Savings · May 1

-$850.00

Goal Progress

Emergency Fund (6 months) 100%
$25,500of $25,500
Roth IRA Max 2025 83%
$5,830of $7,000
Family Vacation Fund 68%
$3,400of $5,000
House Down Payment 45%
$22,500of $50,000

Upcoming Bills

$1,747 / mo

Rent / Mortgage

AUTOPAY

Due day 1

$1,445

21d away

Internet + Phone

AUTOPAY

Due day 5

$120

25d away

Car Insurance

AUTOPAY

Due day 10

$112

30d away

Term Life Insurance

AUTOPAY

Due day 15

$48

5d away

Streaming (Netflix+)

AUTOPAY

Due day 20

$22

10d away

Giving & Tithing

Grace Community Church

Tithe

May 1

$850

Local Food Bank

Charity

Apr 25

$200

Family Support

Family

Apr 15

$300

A 98/100

Financial Health Score

This profile earns A (98/100) by hitting all five pillars. Your real score shows inside the dashboard once you connect your accounts.

Savings Rate 25/25Zero Debt 25/25Spending 20/20Goals 13/15Net Worth 15/15

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