Like what you see? Your own finances could look this organized.
Budget Progress
Total Budget: $4,500.00
Remaining: $4,450.80
1% 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
Emergency Fund
Spent: $0.00 / $152.00
Remaining: $152.00
Monthly: $152.00
Due: Feb 5, 2027
0%
No Access
Vacation
Spent: $0.00 / $241.00
Remaining: $241.00
Monthly: $241.00
Due: Nov 5, 2026
0%
No Access
New Car
Spent: $0.00 / $291.00
Remaining: $291.00
Monthly: $291.00
Due: Dec 5, 2027
0%
No Access
Education
Spent: $0.00 / $2,198.00
Remaining: $2,198.00
Monthly: $2,198.00
Due: Mar 5, 2027
0%

Bills

No Access
Rent/Mortgage
Due: Jun 13
Spent: $0.00 / $1,724.89
Remaining: $1,724.89
0%
No Access
Utilities
Due: Jun 3
Spent: $0.00 / $169.97
Remaining: $169.97
0%
No Access
Phone
Due: Jun 20
Spent: $0.00 / $73.84
Remaining: $73.84
0%
No Access
Groceries
Due: Jun 9
Spent: $0.00 / $378.52
Remaining: $378.52
0%
No Access
Insurance
Due: Jun 29
Spent: $0.00 / $151.84
Remaining: $151.84
0%
No Access
Streaming Services
Due: Jun 6
Spent: $0.00 / $22.12
Remaining: $22.12
0%
No Access
Gym Membership
Due: Jun 16
Spent: $0.00 / $46.83
Remaining: $46.83
0%
No Access
Transportation
Due: Jun 7
Spent: $0.00 / $131.99
Remaining: $131.99
0%

Debts

No Access
Discover Credit Card
Due: Jun 4 PAID
Spent: $49.20 / $49.20
Remaining: $0.00
100%
No Access
Car Loan
Due: Jun 11
Spent: $0.00 / $460.89
Remaining: $460.89
0%
No Access
Personal Loan
Due: Jun 24
Spent: $0.00 / $150.24
Remaining: $150.24
0%
No Access
Medical Debt
Due: Jun 22
Spent: $0.00 / $123.36
Remaining: $123.36
0%
Transactions
Category
Name
Date Category Name Amount Created By Notes Actions
Jun 3, 2026 20:23 Debt Credit Card Payment $181.77 You
Jun 1, 2026 20:23 Bill Water Bill - $307.23 Mike
Jun 1, 2026 00:00 Debt Discover Credit Card $49.20 Jane
May 28, 2026 20:23 Bill Electric Bill - $396.69 Sarah
May 27, 2026 20:23 Bill Rent $158.19 You
May 25, 2026 20:23 Debt Car Loan $497.88 Mike
May 23, 2026 20:23 Investment 401k Contribution $1,013.48 Mike
May 22, 2026 20:23 Investment 401k Contribution $563.45 Mike
May 21, 2026 20:23 Investment 401k Contribution - $1,165.21 Mike
May 21, 2026 20:23 Goal Wedding Fund $144.71 Sarah
May 14, 2026 20:23 Bill Internet $675.03 Jane
May 8, 2026 20:23 Saving Emergency Fund $311.29 Jane
May 6, 2026 20:23 Goal Home Improvement $539.23 Jane