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Welcome back, Alex! Here's your financial overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
320 of 500
64%
120 of 250
48%
200 of 400
50%
80 of 200
40%
Net Cashflow
Income
Expenses
$6K
$3K
$0
-$3K
-$6K
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
May 25, 2024
$120.00
May 28, 2024
$60.00
Jun 01, 2024
$350.00
Date
Description
Category
Amount
Status
May 20, 2024
Salary - May
+$5,200.00
May 19, 2024
Grocery Store
-$87.64
May 18, 2024
Netflix Subscription
-$15.99
May 17, 2024
Uber Ride
-$24.50
May 16, 2024
Freelance Project
+$320.00
$3,200 of $10,000
32%
$1,250 of $3,000
42%
$800 of $1,500
53%
Protect conterts vrlth advanced biometric and 1-password authenticstion.
0% completed
Ceespdta troquss ond bocer coedewh partortance Deced reerer2s.
Phen etnatiy ond otbg ard devp to oroentna proccccec.
Phen etnatiy ond otbg ard devp to oroentna proccccec. It emphasizes structured growth, guiding each stage with clarity and precision.
Leverage data-driven analytics to predict outcomes and optimize efficiency. Guiding each stage with clarity and precision.
0%
Set up your account and start trading in just a few minutes.
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Welcome back, Alex! Here's your financial overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
320 of 500
64%
120 of 250
48%
200 of 400
50%
80 of 200
40%
Net Cashflow
Income
Expenses
$6K
$3K
$0
-$3K
-$6K
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
May 25, 2024
$120.00
May 28, 2024
$60.00
Jun 01, 2024
$350.00
Date
Description
Category
Amount
Status
May 20, 2024
Salary - May
+$5,200.00
May 19, 2024
Grocery Store
-$87.64
May 18, 2024
Netflix Subscription
-$15.99
May 17, 2024
Uber Ride
-$24.50
May 16, 2024
Freelance Project
+$320.00
$3,200 of $10,000
32%
$1,250 of $3,000
42%
$800 of $1,500
53%
Connect, track, and manage all your financial accounts in real time. Total visibility. Total control.
See all your bank accounts, cards, and investments in one place.
Automatic updates keep your balances and transactions always up to date.
Bank-level security ensures your data is always safe and private.
Get account health score and smart alerts to stay on top of your finances.
We support 12,000+ financial institutions.
Unlock advanced insights and custom reports.
Welcome back, Alex! Here's your financial overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
Account
Type
Balance
Status
Checking Account •••• 4521
$4,250.00
Savings Account •••• 7890
$8,200.00
Credit Card •••• 1234
-$2,450.00
Credit Card •••• 5678
-$1,930.00
Investment •••• 2468
$5,240.00
Retirement •••• 1357
$2,180.00
Digital Wallet •••• 8642
$320.00
Excellent
All accounts synced
No issues detected
Keep it up! Your financial health looks great.
Synced successfully
2 min ago
Payment of $250.00
1 hr ago
Dividend received
3 hrs ago
Interest earned
1 day ago
We support 12,000+ financial institutions.
Unlock advanced insights and custom reports.
Welcome back, Alex! Here's your financial overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
| Date | Description | Category | Account | Amount | Status | |
|---|---|---|---|---|---|---|
| Today — May 31, 2024 | ||||||
a May 31, 202410:42 AM | Amazon.comOnline Shopping | Shopping | Chase Checking•••• 4521 | -$89.99 | Completed | |
☕ May 31, 20249:15 AM | StarbucksCoffee & Drinks | Food & Dining | Chase Checking•••• 4521 | -$6.45 | Completed | |
↓ May 31, 20248:00 AM | Direct DepositSalary Payment | Income | Chase Checking•••• 4521 | +$4,250.00 | Completed | |
| Yesterday — May 30, 2024 | ||||||
N May 30, 20247:30 PM | NetflixEntertainment | Entertainment | Wells Fargo Card•••• 1234 | -$15.99 | Completed | |
U May 30, 20246:12 PM | Uber RideTransportation | Transport | Chase Checking•••• 4521 | -$24.50 | Completed | |
W May 30, 20245:08 PM | Whole Foods MarketGroceries | Groceries | Chase Checking•••• 4521 | -$72.18 | Completed | |
| May 29, 2024 | ||||||
F May 29, 202411:20 AM | Figma Inc.Software Subscription | Subscriptions | AMEX Platinum•••• 5678 | -$12.00 | Completed | |
May 29, 20249:45 AM | Apple StoreElectronics | Shopping | AMEX Platinum•••• 5678 | -$129.00 | Completed | |
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
-$89.99
Today, 10:42 AM
+$4,250.00
Today, 8:00 AM
-$15.99
May 30, 7:30 PM
-$24.50
May 30, 6:12 PM
You spent 18% more on Food & Dining compared to last month.
Track, categorize, and analyze your money in real time. See where it goes, what matters, and what you can do better.
All your transactions, updated in real time across every account.
Automatically categorize spending and spot trends effortlessly.
Income, expenses, and transfers—everything in one clean view.
Understand your habits and make smarter financial decisions.
Bank-grade encryption & privacy you can always trust.
Create budgets that actually work for you. Track progress in real time, identify overspending early, and stay on top of your financial goals.
Build custom budgets that adapt to your spending habits.
Monitor your budget vs actuals across every category.
Get notified before you go over budget, not after.
Stay motivated with clear goals and actionable insights.
Plan today. Prosper tomorrow.
Unlock advanced insights and custom reports.
Welcome back, Alex! Here's your financial overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
Category
Budgeted
Spent
Remaining
Progress
Status
$2,000.00
$1,872.00
$128.00
$1,200.00
$936.00
$264.00
$800.00
$702.00
$98.00
$600.00
$468.00
$132.00
$400.00
$374.00
$26.00
$300.00
$320.50
-$20.50
$3,150.00
$1,888.50
$1,261.50
You've exceeded your budget by $20.50
You're close to your budget limit
5 categories are on track
Based on your spending history, consider increasing your Food & Dining budget.
Unlock advanced insights and custom reports.
Welcome back, Alex! Here's your financial overview.
Total Balance
8.5% vs last month
Income
0%
Expenses
0%
Savings
0%
$80K
$75K
$70K
$65K
$60K
May 1
May 3
May 5
May 7
May 9
May 11
May 14
May 16
May 18
May 21
May 24
May 26
May 28
May 30
May 31
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
Asset
Type
Quantity
Avg. Price
Current Price
Value
Gain / Loss
(AAPL)
Stock
50
$150.00
$189.20
$9,460.00
+$1,960.00
+26.12%
(VOO)
ETF
30
$375.20
$432.80
$12,984.00
+$1,728.00
+15.35%
(MSFT)
Stock
40
$280.50
$415.30
$16,612.00
+$5,906.00
+48.25%
(UST10Y)
Bond
20
$98.50
$101.20
$2,024.00
+$54.00
+2.74%
(VNQ)
ETF
25
$92.30
$96.10
$2,402.50
+$95.00
+4.12%
Nice! Your portfolio diversity reduces risk by spreading across 5 asset classes.
May 31, 2024
Buy 10 shares
-$1,892.00
May 30, 2024
Buy 5 shares
-$3,164.00
May 28, 2024
Buy 8 shares
-$3,322.40
Markets are up today! The S&P 500 is +0.56% and NASDAQ is +0.78%.
Monitor portfolio performance, track your holdings, and uncover market opportunities with real-time insights that help you make smarter investment decisions.
Monitor all your investments and portfolio performance from one unified dashboard.
Visualize returns, gains, and trends with interactive charts and detailed metrics.
Stay informed with portfolio insights and important market movements in real time.
Protect your investment data with enterprise-grade security and encrypted storage.
Enterprise-grade encryption keeps your portfolio and financial data safe at all times.
Connect all your financial tools and services in one place for a unified, high-performance financial ecosystem.
Connect banks, wallets, and apps securely.
All data is updated in real-time.
View performance and spend smarter.
Bank-level encryption keeps your data safe.
All your financial integrations are working perfectly.
Last synced: 2 min ago
Total Integrations
Active connections
Connected Accounts
Across institutions
Data Sources
Synced in real-time
Alerts
Requires attention
Total syncs this month
Success Rate
Healthy
80%
$1,872
Warning
50%
$936
Failed
5%
$702
Data synced in the last 7 days
Transactions
Accounts Updated
New Data Points
Data Transferred
Payment data synced
2 min ago
Bank transactions updated
5 min ago
Expense alerts enabled
15 min ago
Data import completed
30 min ago
Unlock advanced reports, custom insights, and priority support.
Real insights. Clear reports. Better decisions.
Here how your finances performed this month.
Total Income
Total Expenses
Net Cashflow
Savings Rate
Total Expense
Housing
40%
$1,872
Food
20%
$936
Transport
15%
$702
Shopping
10%
$468
Entertainment
8%
$374
Others
7%
$328
Income vs expenses over time.
Income
Expenses
$6K
$3K
$0
-$3K
-$6K
Jan
Jan
Feb
Feb
Mar
Mar
Apr
Apr
May
May
Jun
Jun
Jul
Jul
Aug
Aug
Sep
Sep
Oct
Oct
Nov
Nov
Dec
Dec
Where your money went this month.
-$120.50
-$45.20
-$75.30
-$22.10
PDF • Generated 2 min ago
PDF • Generated May 10, 2024
PDF • Generated Apr 30, 2024
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Product Manager at Acme Inc.
4.8
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CEO at TechStart
4.9
This product completely transformed our workflow. The intuitive design and powerful features made it an instant favorite.
Product Manager at Acme Inc.
4.8
Absolutely amazing! The attention to detail and user experience is unmatched. Highly recommend to anyone.
CEO at TechStart