Dashboard Overview

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Total Net Worth

$63,180.56

Accounts Connected

5

Spending (30d)

$1,775

Spending by Category

Accounts

  • Everyday Checking$3,240.25
  • High Yield Savings$15,230.1
  • Brokerage$42,150.76
  • Rewards Credit-$420.55
  • Crypto Wallet$2,980

Recent activity

View all

  • Groceries

    Wed Oct 01 2025

    -$82.34

  • Gym Membership

    Thu Oct 02 2025

    -$29.99

  • Streaming Subscription

    Fri Oct 03 2025

    -$14.99

  • ETF Purchase

    Sat Oct 04 2025

    -$250.00

  • Dividend

    Sun Oct 05 2025

    +$12.45

AI insights

You could save $120/month by consolidating subscriptions.
Your savings rate improved 5% this month. Nice!
Consider moving idle cash to high-yield savings to earn ~4.2% APY.

Monthly Budget

Auto-resets monthlyEdit budget

  • Housing

    $900 / $1,200

    On track

  • Food

    $350 / $450

    On track

  • Transport

    $140 / $200

    On track

  • Subscriptions

    $75 / $80

    Near limit

  • Other

    $210 / $250

    On track

Connected accounts

Manage

  • Everyday Checking

    checking

    Synced

  • High Yield Savings

    savings

    Synced

  • Brokerage

    brokerage

    Reconnect

  • Rewards Credit

    credit

    Synced

  • Crypto Wallet

    crypto

    Synced

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