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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
  • Emergency Fund

    Saved 75%

    $1,200.00
  • Retirement Plan

    Saved 50%

    $8,500.00
  • Vacation Fund

    Saved 30%

    $2,300.00
  • Education Fund

    Saved 60%

    $5,400.00
Recent Transactions
Name Transactions Date Category Amount Status
Grocery Shopping
Sep 09, 2025 Food & Drinks
+$635.00
Completed
Salary Credit
Sep 10, 2025 Income
+$3,200.00
Completed
Freelance Payment
Sep 11, 2025 Income
+$850.00
Completed
Electronics Purchase
Sep 12, 2025 Shopping
-$1,200.00
Pending
Credit Card Payment
Sep 13, 2025 Finance
-$500.00
Completed
Car Maintenance
Sep 14, 2025 Transport
-$300.00
In Progress
Insurance Renewal
Sep 15, 2025 Insurance
-$150.00
Completed
Electricity Bill
Sep 16, 2025 Utilities
-$220.00
Pending
Flight Ticket
Sep 17, 2025 Travel
-$450.00
Completed
Charity Donation
Sep 18, 2025 Donation
+$100.00
Completed
Finance Score
Finance Quality

Excellent

87%

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History
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Balance Details

$1,73,635

Increase last Month +2.3%

Account No:

0011223344556677

Recent Activity
TODAY
  • Jamie Smith

    Jamie Smith updated account settings

    16:05
  • Alex Johnson

    Alex Johnson logged into the system

    13:05
  • Morgan Lee

    Morgan Lee added a new savings goal

    10:45
  • Sara Williams

    Sara Williams completed profile setup

    09:30

YESTERDAY
  • Taylor Green

    Taylor Green reviewed recent transactions

    21:05
  • Wilson Baptista

    Wilson Baptista transferred funds to emergency account

    18:20
  • Emily Clark

    Emily Clark changed notification preferences

    16:50