Dashboard

DEMO

You're viewing Demo Mode

This is sample data — nothing is real. Sign up free →

Get Started

Total Net Worth

$127,450

↑ +$3,240 from last month

Income

$8,500

This month

Spending

$5,210

61% of income

Total Debt

$18,300

Balance owed

Savings Rate

39%

Saved of income

Connected Banks

3 linked

Chase Checking ····4821

Checking · JPMorgan Chase

$12,450

Fidelity Roth IRA

Investment · Fidelity

$43,200

Visa Signature ····7703

Credit · Bank of America

-$1,840

Spending Split

$5,210

spent

6-Month View

Recent Transactions

Whole Foods Market

Groceries · Apr 14

-$143.22

Direct Deposit – Acme Inc

Income · Apr 12

+$4,250.00

Netflix

Subscriptions · Apr 10

-$15.99

Shell Gas Station

Transport · Apr 9

-$68.00

Church Offering

Giving · Apr 7

-$850.00

Goal Progress

Emergency Fund (6mo) 72%
$10,800of $15,000
Roth IRA Max 2025 58%
$4,060of $7,000
Vacation – Italy 2026 34%
$1,700of $5,000
Pay Off Visa Card 49%
$1,840 paidof $3,750

Upcoming Bills

$2,415 / mo

Mortgage / Rent

AUTOPAY

Due day 1

$1,450

15d away

Car Insurance

AUTOPAY

Due day 5

$187

19d away

Internet – Xfinity

MANUAL

Due day 15

$89

in 1d

Gym Membership

AUTOPAY

Due day 20

$49

6d away

Spotify

AUTOPAY

Due day 22

$11

8d away

Giving & Tithing

Grace Community Church

Tithe

Apr 7

$850

Red Cross

Charity

Mar 28

$200

Family Support

Family

Mar 15

$300

Ready to track your real finances?

Connect your bank securely via Plaid in under 2 minutes.

Create Free Account