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Total Balance

$24,562.00

2.5% from last month

Monthly Income

$8,350.00

4.2% from last month

Monthly Expenses

$5,240.00

1.8% from last month

Spending Overview

Expense Categories

Recent Transactions

View All

Online Shopping

Amazon.com

-$245.00

Today

Salary Deposit

Employer Inc.

+$4,250.00

Yesterday

Monthly Budget Overview

Shopping ($800 / ,000)
80%
Bills & Utilities ( ,200 / ,500)
75%
Food & Dining ($600 / $800)
95%

Active Budgets

Shopping

Monthly limit: ,000

Bills & Utilities

Monthly limit: ,500

Budget History

Savings Goals

Total Savings

5,750.00

12.5% from last month

Monthly Target

$2,000.00

$750 to go

Goals Achieved

3

This year

Vacation Fund

Target: $5,000

75% Complete
$3,750 saved 2 months left

Emergency Fund

Target: 0,000

45% Complete
$4,500 saved Ongoing

Savings History

Transaction History

Total Transactions

156

This month

Total Spent

$4,256.00

This month

Total Income

$8,350.00

This month

Net Change

+$4,094.00

This month

Date Description Category Amount Status
Jan 15, 2024
10:30 AM
Amazon Purchase
Online Shopping
 Shopping -$245.00 Completed
Jan 14, 2024
09:15 AM
Salary Deposit
Employer Inc.
 Income +$4,250.00 Completed
Showing 1 to 10 of 156 entries

Investment Portfolio

Total Portfolio Value

$85,750.00

8.5% YTD Return

Total Invested

$75,000.00

0,750 Profit

Active Investments

12

Across 5 Categories

Monthly Dividend

$350.00

5.6% Yield

Portfolio Performance

Asset Allocation

Top Holdings

Apple Inc. (AAPL)

Technology

2,450.00

+15.4%

Vanguard S&P 500 ETF

ETF

0,850.00

+8.2%

Monthly Analytics

Financial Health Score

Based on spending patterns and savings habits

85

Spending Score

82/100

Savings Score

90/100

Investment Score

78/100

Monthly Spending Trends

Category Analysis

Monthly Summary

Total Income $8,350.00
Total Expenses $5,240.00
Savings Rate 37.2%

Recommendations

Consider increasing your emergency fund contributions by 5%

Your investment portfolio could be more diversified

Bill Reminders

Total Due

$2,450.00

This month

Paid Bills

,850.00

8 bills paid

Pending

$600.00

3 bills pending

Overdue

$0.00

No overdue bills

Upcoming Bills

Electricity Bill

Due in 3 days

$245.00

Internet Service

Due in 5 days

$89.99

Rent Payment

Due in 8 days

,200.00

Payment History

Bill Amount Due Date Status Payment Date
Electricity Bill
$245.00 Jan 15, 2024 Paid Jan 13, 2024
Internet Service
$89.99 Jan 20, 2024 Pending -