Financial Overview

Welcome back, Jordan. Here's your portfolio performance for October 2025.

8.2%
$124,592.40
Total Balance
12.5%
$8,450.00
Monthly Income
3.1%
$3,210.50
Monthly Expenses
15.8%
$248,100
Net Worth

Portfolio Performance

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May
Jun
Jul
Aug
Sep
Oct

Spending Breakdown

Details
$3.2k Spent
Housing
Utilities
Dining
Other

Recent Transactions

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Transaction Date Amount Status
Direct Deposit Income
Oct 28, 2025 +$4,250.00 Completed
Amazon Purchase Shopping
Oct 26, 2025 -$142.90 Completed
Electric Bill Utilities
Oct 25, 2025 -$89.50 Pending
Whole Foods Groceries
Oct 24, 2025 -$218.40 Completed

Financial Goals

Manage
Emergency Fund 68%
$10,200 saved$15,000 target
Retirement (401k) 42%
$84,000 saved$200,000 target
Down Payment 85%
$42,500 saved$50,000 target
Transfer
Pay Bills
Invest
Reports