Portfolio Overview

$29,865.11

Your consolidated net position across all recorded transactions.

By The Numbers

Total Balance

$29,865.11

+28.7% from last month

Total Income

$50,200.00

+7.5% from last month

Total Expenses

$20,334.89

-17.0% from last month

Savings Rate

59.5%

+10.6% from last month

Analytics

Balance Trend

7-Month History

Spending Breakdown

This Month

Insights

✦

Monthly Analysis

Expenses are 17% lower this month than last.

↑

Largest Expense

Apartment Rent · $1,900.00

⬡

Top Category

Rent · $13,300.00 total

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Frequent Spends

Food is your most recurring category

Recent Transactions

Showing up to 8 most recent · search, filter & sort below

Admin

You can add, edit & delete transactions

Date

Transaction