Net worth
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Assets
—
Liabilities
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Spent this month
—
Safe to spend — this month
—Net worth trend
builds dailySpending by category
Last month:
Net saved last mo
—
Savings rate
—
Spent this mo
—
To review
—
Where it went last month
Needs attention
BudgetsTalk about it
—
Planned
—
Actual
—
Remaining
—
Income — this month
| Category | Planned | Received |
|---|
Category budgets — this month
| Category | Progress | Planned | Actual | Remaining |
|---|
All categories
This month| Category | This month | Avg / mo (6mo) | # | Group |
|---|
Bulk rename a category
Re-label every transaction in one category at once. Your label sticks through future syncs.
Income (this month)
—
Expenses (this month)
—
Net
—
Spending
Income vs expenses — last 6 months
Likely recurring & subscriptions
Merchants charging you in 3+ of the last 6 months.
| Merchant | Cadence | Typical | Last |
|---|
Monthly equivalent
—
Annualized cost
—
Subscriptions
—
All subscriptions
| Name | Monthly | Quarterly | Annual | Monthly Eqv |
|---|
| Date | Description | Category | Account | Amount |
|---|
Net worth
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Assets
—
Liabilities
—
Accounts
Other assets
Total balance
—
Total limit
—
Overall utilization
—
Net worth
—
Assets
—
Liabilities
—
Net worth over time
Allocation
Breakdown
Invested
—
Growth — period
—
IRA room left
—
Investment growth
Investment accounts
IRA contributions
Retirement projection — IRAs
IRA balance today
—
Projected at retirement
—
Est. income / yr (4%)
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Ask your money
Answers are based on your data in this app and may be approximate. Requires the
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