My workspaceOverview
Demo workspaceA
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YOUR MONEY, IN PERSPECTIVE

Good to see you, Alex.

Here's where things stand. And where you can go next.

2026-09-012026-09-13
Total net worth
$128,450.00Assets minus liabilities
Income this period
$7,550.00Across all your accounts
Expenses this period
$2,473.98Transfers excluded
Investment value
$85,539.00At your latest recorded prices

Cash flow

A little perspective on money in and out.

IncomeExpenses
Income$7,550.00
Expenses$2,473.98
Net cash flow$5,076.02

Spending breakdown

Monthly
Total spent$2,473.98
Housing$1,850.0075%
Groceries$403.4516%
Shopping$89.994%
Utilities$65.003%
Food & drink$25.251%

Recent transactions

TransactionCategoryDateAmountEdit
WWeekend groceriesManual entry
GroceriesSep 10-$192.75
SSweetgreenManual entry
Food & drinkSep 9-$18.75
IInternetManual entry
UtilitiesSep 8-$65.00
NNetflixManual entry
EntertainmentSep 7-$15.49
UUberManual entry
TransportSep 6-$24.80

Your goals

One step today. More possibilities tomorrow.
Your money has room to grow.

You kept 67% of your income this period. Give those dollars a purpose.