Dashboard

Track your spending, income, and financial goals

Start Date

End Date

Jul 1, 2026 - Jul 31, 2026

Current Period

Total Income

$5,247.39

-$452.61 (7.9%)

Total Expenses

$3,483.26

+$406.42 (13.2%)

Savings

$2,249.13

-$874.03 (28.0%)

Savings Rate

42.9%

11.9%

Needs

50%

$2,126.42of $2,623.70

$0.00$2,623.70

$497.28 (19.0%) remaining

Wants

30%

$871.84of $1,574.22

$0.00$1,574.22

$702.38 (44.6%) remaining

Savings

20%

$2,249.13of $1,049.48

$0.00$1,049.48

Exceeds target by $1,199.65 (114.3%)

Income by Source

Last 6 Periods

6-Period Trends

Total Income

$33,164.87

+$361.17 (1.1%)

Total Expenses

$18,972.54

-$258.64 (1.3%)

Savings

$17,187.33

+$604.81 (3.6%)

Savings Rate

51.8%

1.3%

Needs

50%

$12,935.15of $16,582.44

$0.00$16,582.44

$3,647.29 (22.0%) remaining

Wants

30%

$2,841.39of $9,949.46

$0.00$9,949.46

$7,108.07 (71.4%) remaining

Savings

20%

$17,187.33of $6,632.97

$0.00$6,632.97

Exceeds target by $10,554.36 (159.1%)

Income by Source

Expenses Over Time by Category

Income Over Time by Category

Recent Transactions

View all

Jul 28, 2026

Credit card cashback

Uncategorized

+$22.79

Jul 28, 2026

Monthly donation

Uncategorized

-$50.00

Jul 27, 2026

Uber ride

Transport

-$21.44

Jul 26, 2026

Investment dividend

Investments

+$174.60

Jul 23, 2026

Groceries

Food

-$69.16

Jul 21, 2026

Lunch out

Food

-$16.97

Jul 20, 2026

Game purchase

Uncategorized

-$29.09

Jul 19, 2026

Morning coffee

Food

-$5.24

Jul 17, 2026

Amazon order

Household

-$52.57

Jul 17, 2026

Pet supplies

Uncategorized

-$45.40

View all transactions

Current Period

Total Income

$5,247.39

-$452.61 (7.9%)

Total Expenses

$3,483.26

+$406.42 (13.2%)

Savings

$2,249.13

-$874.03 (28.0%)

Savings Rate

42.9%

11.9%

Needs

50%

$2,126.42of $2,623.70

$0.00$2,623.70

$497.28 (19.0%) remaining

Wants

30%

$871.84of $1,574.22

$0.00$1,574.22

$702.38 (44.6%) remaining

Savings

20%

$2,249.13of $1,049.48

$0.00$1,049.48

Exceeds target by $1,199.65 (114.3%)

Income by Source

Last 6 Periods

6-Period Trends

Total Income

$33,164.87

+$361.17 (1.1%)

Total Expenses

$18,972.54

-$258.64 (1.3%)

Savings

$17,187.33

+$604.81 (3.6%)

Savings Rate

51.8%

1.3%

Needs

50%

$12,935.15of $16,582.44

$0.00$16,582.44

$3,647.29 (22.0%) remaining

Wants

30%

$2,841.39of $9,949.46

$0.00$9,949.46

$7,108.07 (71.4%) remaining

Savings

20%

$17,187.33of $6,632.97

$0.00$6,632.97

Exceeds target by $10,554.36 (159.1%)

Income by Source

Expenses Over Time by Category

Income Over Time by Category

Recent Transactions

View all

Jul 28, 2026

Credit card cashback

Uncategorized

+$22.79

Jul 28, 2026

Monthly donation

Uncategorized

-$50.00

Jul 27, 2026

Uber ride

Transport

-$21.44

Jul 26, 2026

Investment dividend

Investments

+$174.60

Jul 23, 2026

Groceries

Food

-$69.16

Jul 21, 2026

Lunch out

Food

-$16.97

Jul 20, 2026

Game purchase

Uncategorized

-$29.09

Jul 19, 2026

Morning coffee

Food

-$5.24

Jul 17, 2026

Amazon order

Household

-$52.57

Jul 17, 2026

Pet supplies

Uncategorized

-$45.40

View all transactions

Dashboard

Current Period

Total Income

Total Expenses

Savings

Savings Rate

Needs

Wants

Savings

Expenses by Category

Income by Source

Last 6 Periods

6-Period Trends

Total Income

Total Expenses

Savings

Savings Rate

Needs

Wants

Savings

Expenses by Category

Income by Source

Expenses Over Time by Category

Income Over Time by Category

Recent Transactions

Recent Transactions

Current Period

Total Income

Total Expenses

Savings

Savings Rate

Needs

Wants

Savings

Expenses by Category

Income by Source

Last 6 Periods

6-Period Trends

Total Income

Total Expenses

Savings

Savings Rate

Needs

Wants

Savings

Expenses by Category

Income by Source

Expenses Over Time by Category

Income Over Time by Category

Recent Transactions

Recent Transactions