Documents

Finance Dashboard

Savings Rate
Target: 20-30%
50.8%of income
Net Worth
$96.8k
+$3,833/mo
Monthly change
vs previous month
Emergency Fund
Target: 6 mo
3.1of 6 months
Life Happiness
Last 90 days
0%0/42 days ≥7

Where is the money going?

Category Breakdown
$3,391 total for 2026-02
Housing
$1,65049%
Food
$66620%
Entertainment
$36911%
Other
$3099%
Transport
$2788%
Subscriptions
$1194%
Spending Trend
Last 12 months — red = above average variable

Growth & Financial Health

Net Worth
18-month trend with passive income overlay
Financial Health
Key metrics vs targets
Credit Score715(target: 750)
FI Progress34.6%(target: 100.0%)
Investment Fees0.88%(target: 0.50%)
Personal Inflation
2025 vs 2026 (annualized) by category
entertainment++18%
$3,303$3,882
transport++6%
$3,366$3,558
subscriptions++14%
$1,265$1,440
food++1%
$7,575$7,680
shopping-2%
$1,738$1,702
housing0%
$19,800$19,800
2025
2026 (annualized)