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132 transactions across 3 accounts · May 2026

Net worth
$347,400.00

Everything you own is worth $412,800.00. You owe $65,400.00. That leaves you with $347,400.00.

What you own$412,800.00
What you owe$65,400.00

Most of what you own is investments and retirement, which take time to turn into cash.

Your net worth is up $22,400.00 over the last three months.

What you own$412,800.00
Checking$12,400.00
Savings$182,000.00
Brokerage$120,400.00
Retirement$86,000.00
Crypto$12,000.00
What you owe$65,400.00
Loans (1)$65,400.00
Net · May 2026
$8,420.00
▲ 19% vs last month
Income this month
$24,000.00
▲ 3% vs last month
Expenses this month
$15,580.00
▼ 3% vs last month
Monthly recurring
$1,240.00
12 subscriptions · $14,880/yr
How long your money lasts
3.1 mo
$38,400.00 at your current spending
TIGHTGOAL 12 MO
Invested$218,400.00
Tax-deductible · 2026
$4,217.00
38 transactions · click to review
Investments
$218,400.00
▲ +$3,260.00 (+1.5% MoM)
4 accounts · $18,000.00 YTD contributions
Cash flow, 6 months
Came inSpent
Dec 2025You kept money in 6 of these 6 months.May 2026
7-day summaryMay 20–26
$491.39
BillsEveryday spending

Your biggest day was Tuesday, May 26: $142.50, for everyday spending.

Where your money wentMay 1–31
$7,130.00this month
BillsMortgage$3,200.00
Utilities$410.00Grocery$1,180.00Dining$940.00Transportation$620.00Other3 more groups$780.00
How the money moved
Last 30 days
Payroll
$21,000.00
Investment Div
$1,800.00
Side Income
$1,200.00
Other expenses$9,230.00
Housing$3,200.00
Grocery$1,180.00
Dining$940.00
Transportation$620.00
Utilities$410.00
Left over$8,420.00
Of every dollar that came in, you kept 35¢. Other expenses took the largest single share of spending at 59¢ on the dollar.
Your accounts at a glance

You have $194,400.00 in your bank accounts and cash. You owe $65,400.00 on 1 loan.

Bank accounts and cash
Total
$194,400.00
Checking
$12,400.00
Savings
$182,000.00
Loans$65,400.00 owed
Loan$65,400.00
Investments and retirement$218,400.00
Brokerage$120,400.00
Retirement$86,000.00
Crypto$12,000.00
See all accounts
Recent activity
WHOLE FOODS MARKETSpent · May 26-$142.50DIRECT DEP PAYROLLReceived · May 25+$6,000.00UBER EATSSpent · May 24-$38.10SHELL OIL 1342Spent · May 23-$64.00NETFLIXSpent · May 22-$15.99COMCAST XFINITYSpent · May 22-$89.95AMAZON.COM*A12B3CSpent · May 21-$47.10STARBUCKS STORE 4421Spent · May 21-$7.45
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