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Overview

Total net worth

$297,570.13

+$45,071.13 (17.9%)since first snapshot

Assets

$299,720.55

Liabilities

$2,150.42

Spending review

Full review →

August

$4,514.10

$1,156.60 (20%)vs July

Biggest movers

  • Travel$1,228.40
  • Shopping+$720.05
  • Food & Drink$237.84
  • Transportation$199.73
  • Medical$148.19

Transactions to review

2 entries need a look

  • Venmo

    Transfer In · Everyday Checking

    +$228.00
  • Zelle

    Transfer In · Everyday Checking

    +$130.00

Cashflow

Spend by category

Total$5.7K
  • Rent & Utilities$2,604.15
  • Shopping$1,902.11
  • Food & Drink$360.01
  • Entertainment$306.21
  • Personal Care$225.00
  • Medical$129.20
  • Transportation$125.55

Budget summary

August 2026

$976.70

left of $5,330.00 budgeted

$4,353.30 spent

Recent activity

  • PG&E

    Rent & Utilities · Everyday Checking

    $124.16
  • Amazon

    Shopping · Sapphire Reserve

    $50.61
  • Steam

    Entertainment · Sapphire Reserve

    $29.92
  • Venmo

    Transfer In · Everyday Checking

    +$228.00
  • Whole Foods Market

    Food & Drink · Sapphire Reserve

    $82.09
  • Zelle

    Transfer In · Everyday Checking

    +$130.00

Next two weeks

Recurring →
  • Aug15

    Comcast

    Everyday Checking

    $79.99
Due soon$79.99