Dashboard
Total Income
$42,750
Increase last Month +3.5%
Total Expenses
$30,570
Increase last Month +2.3%
Net savings
$53,635
Increase last Month +1.7%
Investment
$25,465
Increase last Month +2.7%
Cash Flow Summary
Saving Plans
-
$1,200.00
Emergency Fund
Saved 75%
-
$8,500.00
Retirement Plan
Saved 50%
-
$2,300.00
Vacation Fund
Saved 30%
-
$5,400.00
Education Fund
Saved 60%
Recent Transactions
|
|
Name | Transactions Date | Category | Amount | Status |
|---|---|---|---|---|---|
|
|
|
Sep 09, 2025 | Food & Drinks |
+$635.00 |
Completed |
|
|
|
Sep 10, 2025 | Income |
+$3,200.00 |
Completed |
|
|
|
Sep 11, 2025 | Income |
+$850.00 |
Completed |
|
|
|
Sep 12, 2025 | Shopping |
-$1,200.00 |
Pending |
|
|
|
Sep 13, 2025 | Finance |
-$500.00 |
Completed |
|
|
|
Sep 14, 2025 | Transport |
-$300.00 |
In Progress |
|
|
|
Sep 15, 2025 | Insurance |
-$150.00 |
Completed |
|
|
|
Sep 16, 2025 | Utilities |
-$220.00 |
Pending |
|
|
|
Sep 17, 2025 | Travel |
-$450.00 |
Completed |
|
|
|
Sep 18, 2025 | Donation |
+$100.00 |
Completed |
Finance Score
Excellent
87%
Balance Details
$1,73,635
Increase last Month +2.3%
Account No:
0011223344556677
Recent Activity
-
Jamie Smith updated account settings
16:05 -
Alex Johnson logged into the system
13:05 -
Morgan Lee added a new savings goal
10:45 -
Sara Williams completed profile setup
09:30
-
Taylor Green reviewed recent transactions
21:05 -
Wilson Baptista transferred funds to emergency account
18:20 -
Emily Clark changed notification preferences
16:50