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Welcome to FinTrack

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FinTrack helps you connect your bank accounts and investments, track your spending habits, forecast your financial future, and receive personalized investment advice powered by AI.

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Account Summary

Total Net Worth

$XX,XXX.XX

+X.XX% today

Recent Activity Feed

View All
Quick Actions Panel

Quick Actions

Link Accounts

Connect your bank and investment accounts securely using Plaid.

Connect Now

Track Expenses

Categorize and visualize your spending habits.

View Expenses

Forecast Savings

Project your future savings based on your income and spending.

Plan Savings

Get Investment Advice

Receive personalized, AI-driven investment recommendations.

Get Advice

Generate Reports

Create custom financial reports for analysis or tax purposes.

Create Report

Set Budgets

Define spending limits for different categories and stay on track.

Manage Budgets

Savings Progress

Emergency Fund

Goal: $10,000

$7,500 saved
75% 75%

Target Date: Q4 2024

You're on track! Keep up the great work.