Good morning, John
Here is a concise snapshot of your cash, spend, and goals for today.
$124,892.45
Total balance
Across all accounts
$16,240.00
Monthly income
vs last month
$8,942.30
Monthly expenses
vs last month
44.9%
Savings rate
of income saved
Apple Store
Shopping
$1,299.00
2024-01-15 • 2:34 PM
Salary - Acme Corp
Income
+$8,500.00
2024-01-15 • 9:00 AM
Delta Airlines
Travel
$589.00
2024-01-12 • 2:00 PM
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Spending decreased
Your spending is 15% lower than last month. Great job!
Subscription alert
You have 3 unused subscriptions costing $47/month.
Investment opportunity
Based on your savings, consider investing $2,000 more.
•••• •••• •••• 4521
Card Holder
John Doe
Expires
12/28
Spent this month
$3,245.80
Credit limit
$15,000
New Car
36%
Home Down Payment
56%
Vacation Fund
56%
$47,892.45
Total portfolio
$28,450
+8.2%
$12,340
+24.1%
$7,102
-1.2%