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Welcome back, John! Here's your financial overview

JD

Total Balance

$24,568.00

12.5% from last month

Income

$8,200.00

5.2% from last month

Expenses

$3,842.50

3.1% from last month

Savings Rate

28.5%

2.7% from last month

Financial Goals

Emergency Fund

$12,000 / $20,000

60%
Target: Dec 2023 $1,200 this month

Vacation Fund

$4,500 / $10,000

45%
Target: Aug 2024 $850 this month

New Car

$8,000 / $25,000

32%
Target: Jun 2025 $2,000 this month

Recent Transactions

Description Category Date Amount

Amazon Purchase

Shopping

Shopping Jun 12, 2023 -$89.99

Salary Deposit

Income

Income Jun 10, 2023 +$4,200.00

Dinner at Restaurant

Dining

Dining Jun 8, 2023 -$64.30

Gas Station

Transportation

Transportation Jun 5, 2023 -$45.00

Gym Membership

Health

Health Jun 1, 2023 -$35.00

Budget Overview

Housing $1,200 / $1,500
Food & Dining $450 / $600
Transportation $180 / $300
Entertainment $90 / $200
Utilities $120 / $150

Spending by Category

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