September Transactions
- Total Spend
- $116.64
- Transactions
- 4
| Date | Merchant | Amount | Category | Notes |
|---|---|---|---|---|
Sep 18 | Whole FoodsChase · Checking | $84.30 | ||
Sep 18 | Blue BottleChase · Checking | $5.25 | ||
Sep 18 | NetflixChase · Checking | $15.49 | ||
Sep 18 | MTAChase · Checking | $11.60 |
0 transactions
Dashboard
Average cash flow
$3,130
Avg income
$6,100
Avg spending
$2,970
Savings rate
51.3%
Income vs Spending
Use Left and Right Arrow keys to explore values.
Monthly Savings
Use Left and Right Arrow keys to explore values.
Spending Mix
Budgets
Months under budget
4 of 5
80%
Average variance
-$68
8% under budget
Largest overageLargest completed overage
-$20
in April 2026
Budget vs Actual
Use Left and Right Arrow keys to explore values.
Spending Mix
Category Performance
No categories in this group.
Select a category to view trends.
Budgets
Budget Health
On track
You’re within budget so far this month.
$684.82left to spend
$215.18 spent of $900 budgeted
By group
Budget Drivers
Top Overages
No overages this month
You're staying within budget across all categories
At or Near Limit
Nothing at risk
No categories are approaching their limits
Fastest Growing
No significant growth
Spending is stable compared to last month
Detailed Category Breakdown
Flexible
On track4 categories · $900 budgeted · $215.18 spent
| Category | Progress | Spent | Budget | Variance | Status |
|---|---|---|---|---|---|
Groceries | |||||
Subscriptions | |||||
Transport | |||||
Coffee & snacks |
Net Worth
Net Worth Overview
Current Net Worth
$428K
Updated Sep 18
Total Assets
$852K
Cash
$11.6K
Investments
$101K
Property
$740K
Other Assets
$0
Total Liabilities
-$425K
Credit Cards
$0
Mortgages
-$425K
Loans
$0
Other Liabilities
$0
Assets & Liabilities Breakdown
| Asset | Current Value | Last Updated | |
|---|---|---|---|
Cash | $11,634.82 | Sep 18 | |
 Checking Chase · checking · ••1082 | $11,634.82 | Sep 18 | |
Investments | $100,650.00 | Sep 18 | |
 Brokerage Fidelity · investment · ••2048 | $100,650.00 | Sep 18 | |
Properties | $740,000.00 | Sep 18 | |
Home | $740,000.00 | Sep 18 |
Net Worth
$427,784.82
+$52,285 (+13.9%) since April 1
Net Worth
Use Left and Right Arrow keys to explore values.
$852,284.82
+$38,785 (+4.8%) since April 1
$424,500.00
+$13,500 (+3.1%) since April 1
Direct deposit
Change in market value
Cash −$500 · Debt −$500