Finance

Manage your accounts, track spending, and monitor your financial health.

Example household data

Accounts

  • Depository$44,500.00Checking account
  • Credit$410.00Credit account
  • Investment$23,952.74Investment account
  • Loan$65,262.00Loan account

Upcoming bills

4 due this week
  • Mortgage paymentDue Mar 15$2,100
  • UtilitiesDue Mar 18$245
  • Internet & CableDue Mar 22$120

Savings goals

$15,000 goal
Emergency fund75%
Home renovation45%

Spending breakdown

$26,500total spending

  • Payment$15,00057%
  • Transfer$4,00015%
  • Food and Drink$2,80011%
  • Recreation$2,0008%
  • Travel$1,5006%
  • Shops$1,2005%

Account activity

By account
Spending by category for each account
CategoryDepositoryCredit
Bills$21,000$7,000
Shopping$4,000$2,000
Dining$1,500$1,300
Entertainment$1,200$800
Services$900$300
Travel$800$700
Total$29,400$12,100