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132 transactions across 3 accounts · May 2026

Net worthAll accounts · live
Assets minus liabilities, across every linked account.
$412,800
0.0%+$0 this quarter
What you own $478,200What you owe $65,400
Checking
$12,400
Savings
$182,000
Brokerage
$218,400
Owed
−$65,400
Net · May 2026
$8,420
▲ 19% vs last month
Income this month
$24,000
▲ 3% vs last month
Expenses this month
$15,580
▼ 3% vs last month
Monthly recurring
$1,240
12 subscriptions · $14,880/yr
How long your money lasts
3.1 mo
$38,400 at your current spending
TIGHTGOAL 12 MO
Invested$218,400
Tax-deductible · 2026
$4,217
38 transactions · click to review
Investments
$218,400
+$3,260 (+1.5% MoM)
4 accounts · $18,000 YTD contributions
Cash flow, 6 monthsin / out
Decnet positive 6 / 6 moMay
What changed this week
You ate out four times, all on the weekend
$69 more than last week, up 32%.
A new place charged you: Southwest Airlines
$487, not labelled yet.
Nothing here needs action, but Southwest Airlines is worth a label.
How the money moved
sankeyLast 30 days
Payroll
$21,000
Investment Div
$1,800
Side Income
$1,200
Housing$3,200
Grocery$1,180
Dining$940
Transportation$620
Utilities$410
Other expenses$9,230
Kept$8,420
Of every dollar that came in, you kept 35¢. Other expenses took the largest single share at 38¢.
How you're doing
A plain read on your money.
Comfortable
A small automatic transfer to savings would steady your safety net.
Recent activityView all
Whole Foods Market · May 26 · Grocery$143
Direct Dep Payroll · May 25 · Salary+$6,000
Uber Eats · May 24 · Dining$38
Shell Oil · May 23 · Transportation$64
Netflix · May 22 · Entertainment$16
Comcast Xfinity · May 22 · Utilities$90
Amazon.Com · May 21 · Shopping$47
Starbucks · May 21 · Dining$7
Trader Joe'S · May 20 · Grocery$86
Pg&E Payment · May 19 · Utilities$142

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