Overview

Sample data refreshed.

Net worth

$92,384.00

↑ $8,732.00 (10.43%) past 90 days

Cash flow

$4,759.00

Investments

$64,363.00

Accounts

View all

Checking

1 account

$8,632.44

Savings

1 account

$20,648.72

Credit Cards

1 account

-$1,260.38

Investments

2 accounts

$64,363.22

Total net worth

$92,384.00

Cash flow

This month

Spending

$4,759.00net

Income$4,850.00
Spending$91.00
Food And Drink$91.01
Transportation$70.52
General Merchandise$215.59
Recent activity
Ordered by bank-provided time when available
All transactions

Acme Payroll

Aug 1, 20269:02 AM EDTEveryday checking

+$4,850.00

Whole Foods Market

Aug 1, 20265:21 PM EDTEveryday checking

-$84.26

Northstar Coffee

Aug 1, 2026Everyday checkingPending

-$6.75

Spotify

Jul 30, 2026Rewards card

-$11.99

Uber

Jul 29, 2026Rewards card

-$22.40

Cedar Property Co.

Jul 28, 2026Everyday checking

-$1,780.00

Target

Jul 27, 2026Rewards card

-$126.14

Treasury interest

Jul 26, 2026High-yield savings

+$18.72