Demo User
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Dashboard

Overview of your financial health and recent activity

Cash

$8.4K

Investments

$33.5K

Assets

$22.5K

Debt

$3.3K

Net Worth

Assets − liabilities
$61.2K
3 periods of activity • Positive trend

Cash Flow

Income minus spending
+$18.7K
Net 4-mo total
Income
$29,750.00
4-mo total
Spending
$11,024.00
4-mo total
4 months of activity (includes partial month)

Transactions

Most recent 5 transactions
20th
Starbucks Coffee$5.68
20th
Shell Gas Station$52.06
20th
Whole Foods Market$98.46
20th
Amazon.com$59.57
20th
Target$24.09

Recurring

5 active • $112,361.52/year
2Wk
Acme Corp Payroll$4,250.00
Mo
AT&T Wireless$89.99
Mo
Planet Fitness$24.99
Mo
Netflix$15.99
Mo
Spotify$9.99

Categories

Past 30 days
Shopping
48%
$1,710.30
Food & Drink
39%
$1,419.54
Transportation
9%
$327.76
Bills & Utilities
3%
$89.99
Entertainment
1%
$25.98