Personal Dashboard

Finance

Net checking

$11,140.00

+$2,292.96 · vs 30d ago

Accounts

Counted in Net Checking

Checking + credit cards

Example Bank

Everyday Checking

••0001

$12,840.00checking

Example Bank

Everyday Rewards

••0003

$1,240.00credit card

$13,760.00 available

Example Bank

Travel Rewards

••0004

$460.00credit card

$9,540.00 available

Excluded

Savings + investments

Example Bank

Rainy Day Savings

••0002

$24,000.00savings

Example Investments

Long-term Investments

••0005

$18,400.00brokerage

Example Retirement

Sample Roth IRA

$15,200.00brokerage

$400.00 available

Cash Flow

Top Categories

travel$1,012.55

groceries$600.50

climbing$323.82

food and drink$298.27

general merchandise$262.53

Expenses by Category

Total

$2,842.24

Travel

36%$1,012.55

Groceries

21%$600.50

Climbing

11%$323.82

Food and drink

10%$298.27

General merchandise

9%$262.53

Entertainment

8%$215.91

Transportation

5%$128.66

Credit Cards

Example Bank

••0003

$1,240.00

8% of $15,000.00 limit

Balance due$980.00Due dateOct 25, 2026

Example Bank

••0004

$460.00

5% of $10,000.00 limit

Investments

Total value

$18,400.00

VTIVTI sample holding

45%$8,200.00Example Investments

VXUSVXUS sample holding

24%$4,500.00Example Investments

VOOVOO sample holding

16%$2,900.00Example Investments

BNDBND sample holding

15%$2,800.00Example Investments

Transactions

276 transactions

	Description	Category	Account
Oct 13, 2026	Weekend Outing	Travel	Example Bank	$118.22
Oct 13, 2026	Neighborhood Market	Groceries	Example Bank	$58.68
Oct 12, 2026	Stream Studio	Entertainment	Example Bank	$19.32
Oct 12, 2026	City Transit	Transportation	Example Bank	$19.28
Oct 12, 2026	Stream Studio	Entertainment	Example Bank	$12.96
Oct 11, 2026	Lunch Spot	Food and drink	Example Bank	$14.26
Oct 11, 2026	Stream Studio	Entertainment	Example Bank	$19.27
Oct 11, 2026	Sample Bookshop	General merchandise	Example Bank	$28.70
Oct 10, 2026	Stream Studio	Entertainment	Example Bank	$16.01
Oct 10, 2026	Neighborhood Market	Groceries	Example Bank	$72.87
Oct 10, 2026	Stream Studio	Entertainment	Example Bank	$14.63
Oct 9, 2026	Neighborhood Market	Groceries	Example Bank	$62.32
Oct 9, 2026	Sample Bookshop	General merchandise	Example Bank	$36.81
Oct 9, 2026	Stream Studio	Entertainment	Example Bank	$10.23
Oct 8, 2026	City Transit	Transportation	Example Bank	$14.61
Oct 8, 2026	Example Gym	Climbing	Example Bank	$37.63
Oct 8, 2026	Weekend Outing	Travel	Example Bank	$105.83
Oct 8, 2026	Example Payroll	Income	Example Bank	+$2,500.00
Oct 7, 2026	Stream Studio	Entertainment	Example Bank	$10.69
Oct 7, 2026	City Transit	Transportation	Example Bank	$15.99
Oct 7, 2026	Corner Coffee	Food and drink	Example Bank	$9.66
Oct 6, 2026	Lunch Spot	Food and drink	Example Bank	$17.08
Oct 6, 2026	Neighborhood Market	Groceries	Example Bank	$76.16
Oct 6, 2026	Sample Bookshop	General merchandise	Example Bank	$27.02
Oct 5, 2026	Weekend Outing	Travel	Example Bank	$107.63
Oct 5, 2026	Sample Bookshop	General merchandise	Example Bank	$49.04
Oct 5, 2026	City Transit	Transportation	Example Bank	$5.59
Oct 4, 2026	Stream Studio	Entertainment	Example Bank	$18.34
Oct 4, 2026	Example Gym	Climbing	Example Bank	$51.43
Oct 4, 2026	Lunch Spot	Food and drink	Example Bank	$22.47
Oct 3, 2026	Stream Studio	Entertainment	Example Bank	$17.58
Oct 3, 2026	Lunch Spot	Food and drink	Example Bank	$15.54
Oct 3, 2026	Corner Coffee	Food and drink	Example Bank	$6.80
Oct 2, 2026	Weekend Outing	Travel	Example Bank	$55.81
Oct 2, 2026	Corner Coffee	Food and drink	Example Bank	$7.54
Oct 2, 2026	Weekend Outing	Travel	Example Bank	$85.49
Oct 1, 2026	Weekend Outing	Travel	Example Bank	$102.31
Oct 1, 2026	City Transit	Transportation	Example Bank	$3.45
Oct 1, 2026	Weekend Outing	Travel	Example Bank	$31.90
Sep 30, 2026	Stream Studio	Entertainment	Example Bank	$15.29
Sep 30, 2026	Corner Coffee	Food and drink	Example Bank	$4.24
Sep 30, 2026	Corner Coffee	Food and drink	Example Bank	$11.93
Sep 29, 2026	Weekend Outing	Travel	Example Bank	$42.46
Sep 29, 2026	Neighborhood Market	Groceries	Example Bank	$46.15
Sep 29, 2026	Lunch Spot	Food and drink	Example Bank	$20.50
Sep 28, 2026	Example Gym	Climbing	Example Bank	$28.70
Sep 28, 2026	Corner Coffee	Food and drink	Example Bank	$11.36
Sep 28, 2026	Corner Coffee	Food and drink	Example Bank	$5.52
Sep 27, 2026	City Transit	Transportation	Example Bank	$6.74
Sep 27, 2026	Stream Studio	Entertainment	Example Bank	$12.54

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