Total Balance

$15,000.00

Monthly Income

$5,000.00

Monthly Expenses

$3,500.00

Savings Progress

$8,000.00

Goal: $20,000.00

Recent Transactions

Grocery Shopping

2025-03-15

$85.50

Gas Station

2025-03-14

$45.00

Monthly Rent

2025-03-12

$1500.00

AI Recommendations

Switch to annual billing for your Netflix subscription to save $24/year

Save $24/year

Your grocery spending is 20% higher than last month. Consider meal planning to reduce costs

Save $80/month

You could save $45/month by refinancing your car loan at current rates

Save $45/month

Unused gym membership detected - $30/month could be saved by canceling

Save $30/month

Budget Overview

42%

Budget Used

Budget Overview

Total Budget:$5,000.00
Spent:$2,100.00
Remaining:$2,900.00

Category Breakdown

Housing$1,500.00 / $2,000.00
Food$400.00 / $600.00
Transportation$200.00 / $400.00

Goal Progress

Goal Progress

35%
25%
50%
75%
100%

Current Amount

$3,500

Target Amount

$10,000

Estimated Completion Date

February 2026

AI Financial Insights