Financial Dashboard

Account Overview

Total Balance

$24,875.00

↑ 3.2% from last month

Investments

$12,340.50

↑ 5.7% growth

Monthly Spending

$2,156.40

↓ 1.3% from budget

Recent Transactions

DateDescriptionCategoryAmount
May 12, 2023Market TransferTransfer+$1,200.00
May 10, 2023Starbucks CoffeeFood & Drink-$5.40
May 08, 2023Amazon.comShopping-$67.32
May 05, 2023Salary DepositIncome+$3,250.00
May 03, 2023Spotify PremiumEntertainment-$9.99

Financial Goals

Emergency Fund$7,500 / $10,000
Vacation Savings$2,750 / $5,000
New Car$8,200 / $25,000