Like what you see? Your own finances could look this organized.
Budget Progress
Total Budget: $4,500.00
Remaining: $2,924.15
35% spent

Allocations

No Access
Allocated to Savings
Amount: $0.00
2 account(s)
No Access
Allocated to Investments
Amount: $0.00
Savings Target: 10% of income ($450.00/mo)
$0.00 allocated 0% of target
Investment Target: 15% of income ($675.00/mo)
$0.00 allocated 0% of target

Goals

No Access
Vacation
Spent: $0.00 / $204.00
Remaining: $204.00
Monthly: $204.00
Due: Aug 5, 2027
0%
No Access
Down Payment
Spent: $0.00 / $318.00
Remaining: $318.00
Monthly: $318.00
Due: May 5, 2028
0%
No Access
New Car
Spent: $0.00 / $379.00
Remaining: $379.00
Monthly: $379.00
Due: Jul 5, 2027
0%
No Access
Retirement
Spent: $0.00 / $2,729.00
Remaining: $2,729.00
Monthly: $2,729.00
Due: Jul 5, 2027
0%

Bills

No Access
Rent/Mortgage
Due: Jun 1 PAID
Spent: $1,320.86 / $1,320.86
Remaining: $0.00
100%
No Access
Utilities
Due: Jun 19
Spent: $0.00 / $297.28
Remaining: $297.28
0%
No Access
Groceries
Due: Jun 6
Spent: $0.00 / $343.26
Remaining: $343.26
0%
No Access
Streaming Services
Due: Jun 22
Spent: $0.00 / $30.79
Remaining: $30.79
0%
No Access
Gym Membership
Due: Jun 5 PAID
Spent: $36.52 / $36.52
Remaining: $0.00
100%
No Access
Transportation
Due: Jun 15
Spent: $0.00 / $132.45
Remaining: $132.45
0%
No Access
Entertainment
Due: Jun 13
Spent: $0.00 / $104.88
Remaining: $104.88
0%

Debts

No Access
Discover Credit Card
Due: Jun 1
Spent: $0.00 / $148.12
Remaining: $148.12
0%
No Access
Student Loan
Due: Jun 1 PAID
Spent: $218.47 / $218.47
Remaining: $0.00
100%
No Access
Personal Loan
Due: Jun 13
Spent: $0.00 / $103.49
Remaining: $103.49
0%
No Access
Medical Debt
Due: Jun 10
Spent: $0.00 / $71.25
Remaining: $71.25
0%
Transactions
Category
Name
Date Category Name Amount Created By Notes Actions
Jun 5, 2026 21:20 Saving Emergency Fund $434.57 You
Jun 5, 2026 21:20 Investment Stock Purchase $521.91 You
Jun 5, 2026 21:20 Goal Vacation Fund $477.44 You
Jun 4, 2026 00:00 Bill Gym Membership $36.52 Jane
Jun 1, 2026 21:20 Investment IRA Contribution - $928.80 Mike
May 31, 2026 00:00 Debt Student Loan $218.47 Jane
May 30, 2026 00:00 Bill Rent/Mortgage $1,320.86 You
May 26, 2026 21:20 Debt Personal Loan $367.40 Sarah
May 25, 2026 21:20 Saving House Down Payment $462.49 Jane
May 23, 2026 21:20 Investment IRA Contribution $297.83 Sarah
May 22, 2026 21:20 Bill Electric Bill $375.87 You
May 19, 2026 21:20 Goal Wedding Fund $358.90 You
May 16, 2026 21:20 Bill Electric Bill $255.98 Mike
May 15, 2026 21:20 Investment IRA Contribution $551.77 You
May 13, 2026 21:20 Saving Emergency Fund $519.51 Jane
May 12, 2026 21:20 Goal Home Improvement $308.48 You
May 11, 2026 21:20 Saving Vacation Savings $508.47 Sarah
May 10, 2026 21:20 Goal Wedding Fund - $505.67 Jane