Financial Overview
Overview
Holdings
Transactions
Budgets
Trends
Total Net Worth
$0.00
Taxable:
$0.00
Retirement:
$0.00
—
Annual Dividend Income
$0.00
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Taxable:
$0.00
Non-Taxable:
$0.00
Total Savings (YTD)
$24,500
▲
$2,100 this month
65% of goal
Total Spend (YTD)
$18,240
▲
4% vs last month
Recent Transactions
Whole Foods Market
Today
-$142.50
Uber
Yesterday
-$24.90
Payroll Deposit
Jan 01
+$3,200.00
Taxable Holdings
$0.00
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Ticker Symbol
Number of Shares
Purchase Price (Optional)
Annual Dividend Per Share
Account Name (Optional)
Account Type
Taxable (Brokerage)
Non-Taxable (Retirement)
Account
Ticker
Shares
Basis
Price
Gain/Loss
Div/Share
Value
Retirement / Non-Taxable
$0.00
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Account
Ticker
Shares
Basis
Price
Gain/Loss
Div/Share
Value
Cash & Bank Accounts
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Account Name
Current Balance
Total Liquidity
$0.00
Account Name
Balance
Updated
Real Estate
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Property Address
Purchase Price (Optional)
Address
Basis
Latest Valuation
Gain/Loss
Updated
Income (This Month)
$8,420.00
▲
15% from last month
Expenses (This Month)
$3,150.20
▼
8% from last month
Net Cash Flow
$5,269.80
Transactions Ledger
A complete history of your credits and debits
🔍
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Add Transaction
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Name / Description
Category
Food & Drink
Shopping
Housing
Transportation
Utilities
Entertainment
Income
Other
Date
Amount
Date
Description
Category
Type
Amount
Jan 06, 2026
Apple Store
Shopping
Debit
-$1,299.00
⋮
Jan 05, 2026
Whole Foods
Food & Drink
Debit
-$84.20
⋮
Jan 03, 2026
Rent Payment
Housing
Debit
-$3,200.00
⋮
Jan 01, 2026
Employer Inc Payroll
Income
Credit
+$8,420.00
⋮
Dec 28, 2025
Chevron Gas
Transportation
Debit
-$65.00
⋮