Welcome back, John!
Here's what's happening with your wealth today.
Portfolio Overview
Your current net worth and investment performance
$127,450.75
+2.4%
from last month
Total Balance
$85,230.50
Income
$12,450.00
Expenses
$8,760.25
Savings Rate
29.6%
Income vs Expenses
Investment Portfolio
Recent Transactions
View All| Description | Category | Date | Amount |
|---|---|---|---|
|
|
Income | Jun 15, 2025 | +$5,200.00 |
|
|
Business | Jun 12, 2025 | -$185.50 |
|
|
Food & Dining | Jun 10, 2025 | -$87.25 |
|
|
Investment | Jun 8, 2025 | +$320.75 |
|
|
Utilities | Jun 5, 2025 | -$145.00 |
Financial Goals
Emergency Fund
$15,000 / $25,000
60% Complete
2 months left
Vacation Savings
$3,200 / $5,000
64% Complete
1 month left
Retirement Fund
$85,000 / $500,000
17% Complete
25 years left