Expense Overview

Total Spent

$1,234.56

as of October 25, 2023

Remaining Budget

$765.44

of $2,000.00 monthly budget

Largest Expense

$350.00

Groceries on Oct 22

Transaction History

Date Description Category Amount
Oct 26, 2023 Starbucks Coffee Food & Dining Checking (...1234) -$5.75
Oct 25, 2023 Groceries at Whole Foods Groceries Checking (...1234) -$82.30
Oct 25, 2023 Salary Deposit Income Checking (...1234) +$2,500.00
Oct 24, 2023 Netflix Subscription Entertainment Savings (...5678) -$19.99
Oct 23, 2023 Investment Purchase (AAPL) Investments Investment (...9012) -$500.00
Oct 22, 2023 Utility Bill (Electricity) Utilities Checking (...1234) -$75.50

Your Financial Categories at a Glance

Understand where your money is going with a detailed breakdown of your expenses and income categories.

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Category Details

  • Housing & Utilities $1,850.00 (38%)
  • Food & Groceries $720.50 (15%)
  • Transportation $500.00 (10%)
  • Shopping & Personal Care $650.00 (13%)
  • Entertainment & Leisure $400.00 (8%)
  • Health & Wellness $280.00 (6%)
  • Other Expenses $500.00 (10%)

Data reflects spending from linked accounts during the selected period.

Budgeting Tool

Take control of your finances. Link your bank accounts, track every expense, forecast your savings, and make smarter financial decisions.

Current Budget Overview

Income This Month:

$XXXX.XX

Expenses This Month:

$XXXX.XX

Remaining Budget:

$XXXX.XX

[Placeholder: Visual Bar Chart - Income vs. Expenses]

Track Expenses

[Placeholder: Input fields for 'Amount', 'Category', 'Description', 'Date']

Recent Transactions

  • Groceries -$XX.XX MM/DD/YYYY
  • Rent Payment -$XXX.XX MM/DD/YYYY
  • Salary Deposit +$XXXX.XX MM/DD/YYYY
  • Utilities Bill -$XX.XX MM/DD/YYYY

Savings Goals & Forecast

  • Down Payment Progress: XX% ($X,XXX / $XX,XXX)
  • Emergency Fund Progress: XX% ($X,XXX / $X,XXX)
  • Vacation Fund Progress: XX% ($XXX / $X,XXX)

[Placeholder: Line Chart - Savings Projection Over Time]

Linked Accounts

Connect your financial institutions to automatically track income and expenses using Plaid or similar services.

Your Linked Banks:

Personalized Budgeting Advice

Our AI analyzes your spending habits and financial goals to provide tailored recommendations.

  • "Consider reducing spending in 'Dining Out' by 15% this month for faster goal achievement."
  • "You have an opportunity to save an extra $XX by optimizing your 'Shopping' budget."
  • "Your projected savings goal is achievable X months earlier if you increase contributions by $XX."

Expense Filtering & Sorting

Filter Expenses

Sort Expenses

Your Expenses

Date Merchant Category Amount Account
2023-10-26 Coffee Shop Name Food & Dining -$5.50 Checking
2023-10-25 Grocery Store Name Shopping -$75.23 Credit Card
2023-10-24 Electric Company Bills & Utilities -$120.00 Checking
2023-10-23 Online Streaming Service Entertainment -$15.99 Credit Card
2023-10-22 Gas Station Transportation -$40.00 Savings