Good morning, Jordan 👋
Here's what's happening with your finances today.
8.2%
$84,294.50
Total Balance
12.4%
$218,450.00
Investment Portfolio
4.1%
$3,840.00
Monthly Savings
2.8%
$2,150.00
Monthly Spending
Portfolio Performance
$218,450
\n
Portfolio Value
Benchmark (S&P 500)
Quick Actions
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Recent Transactions
| Transaction | Date | Amount | Status |
|---|---|---|---|
Direct Deposit - TechCorpIncome |
Today, 9:00 AM | +$4,250.00 | Completed |
Amazon PurchaseShopping |
Yesterday | -$124.50 | Completed |
Utility Bill PaymentUtilities |
Oct 24, 2023 | -$89.00 | Pending |
Dividend Payment - VTIInvestments |
Oct 22, 2023 | +$142.30 | Completed |
Savings Goals
Emergency Fund
$18,500 / $25,000
House Down Payment
$42,000 / $60,000
Vacation Fund
$1,200 / $3,500