Like what you see? Your own finances could look this organized.
Budget Progress
Total Budget: $4,500.00
Remaining: $2,573.47
43% 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 / $57.00
Remaining: $57.00
Monthly: $57.00
Due: Dec 20, 2027
0%
No Access
New Car
Spent: $0.00 / $1,002.00
Remaining: $1,002.00
Monthly: $1,002.00
Due: Jul 20, 2026
0%
No Access
Home Improvement
Spent: $0.00 / $404.00
Remaining: $404.00
Monthly: $404.00
Due: Feb 20, 2027
0%
No Access
Retirement
Spent: $0.00 / $13,876.00
Remaining: $13,876.00
Monthly: $13,876.00
Due: Feb 20, 2027
0%

Bills

No Access
Rent/Mortgage
Due: Apr 2 PAID
Spent: $1,155.46 / $1,155.46
Remaining: $0.00
100%
No Access
Utilities
Due: Apr 13
Spent: $0.00 / $156.43
Remaining: $156.43
0%
No Access
Phone
Due: Apr 20 PAID
Spent: $64.40 / $64.40
Remaining: $0.00
100%
No Access
Internet
Due: Apr 2
Spent: $0.00 / $80.81
Remaining: $80.81
0%
No Access
Insurance
Due: Apr 3 PAID
Spent: $158.82 / $158.82
Remaining: $0.00
100%
No Access
Streaming Services
Due: Apr 9 PAID
Spent: $38.76 / $38.76
Remaining: $0.00
100%
No Access
Gym Membership
Due: Apr 16 PAID
Spent: $52.75 / $52.75
Remaining: $0.00
100%
No Access
Transportation
Due: Apr 6 PAID
Spent: $298.65 / $298.65
Remaining: $0.00
100%
No Access
Entertainment
Due: Apr 23
Spent: $0.00 / $133.68
Remaining: $133.68
0%

Debts

No Access
Mastercard Credit Card
Due: Apr 6 PAID
Spent: $102.67 / $102.67
Remaining: $0.00
100%
No Access
Student Loan
Due: Apr 25
Spent: $0.00 / $406.14
Remaining: $406.14
0%
No Access
Personal Loan
Due: Apr 2 PAID
Spent: $55.02 / $55.02
Remaining: $0.00
100%
No Access
Medical Debt
Due: Apr 23
Spent: $0.00 / $59.16
Remaining: $59.16
0%
Transactions
Category
Name
Date Category Name Amount Created By Notes Actions
Apr 20, 2026 11:29 Investment 401k Contribution $1,396.89 Sarah
Apr 18, 2026 00:00 Bill Phone $64.40 You
Apr 17, 2026 11:29 Goal Vacation Fund $167.90 You
Apr 13, 2026 11:29 Bill Insurance $525.69 Mike
Apr 13, 2026 11:29 Debt Personal Loan $171.69 Sarah
Apr 11, 2026 11:29 Bill Insurance $366.51 Jane
Apr 11, 2026 00:00 Bill Gym Membership $52.75 Mike
Apr 9, 2026 11:29 Bill Insurance $392.65 Sarah
Apr 8, 2026 11:29 Goal New Car Fund $102.01 Jane
Apr 7, 2026 11:29 Saving House Down Payment $928.83 Sarah
Apr 7, 2026 00:00 Bill Streaming Services $38.76 Mike
Apr 6, 2026 11:29 Bill Rent $61.77 Jane
Apr 6, 2026 11:29 Investment Stock Purchase - $1,029.48 Jane
Apr 5, 2026 00:00 Debt Mastercard Credit Card $102.67 Mike
Apr 3, 2026 11:29 Investment Stock Purchase $739.42 You
Apr 2, 2026 00:00 Bill Insurance $158.82 Sarah
Apr 2, 2026 00:00 Bill Transportation $298.65 You
Apr 1, 2026 00:00 Debt Personal Loan $55.02 You
Mar 29, 2026 00:00 Bill Rent/Mortgage $1,155.46 Jane