Sample dashboard

Good morning, Alex

This is what your money overview looks like once your accounts are set up.

Current balance

$3,842.00

$4,991.38 cleared activity this month

Projected month-end

$8,317.00

After scheduled items clear

Total debt

$33,715.00

Across 8 accounts

Next due

Capital One

$145.00 on the 7th

Debt payoff progress

41% paid off

$23,725.00 paid of $57,440.00 total — every payment moves the bar.

$4,200.00 of $10,000.00

42% funded

$2,100.00 of $4,500.00

47% funded

$650.00 of $1,500.00

43% funded

Trader Joe's

12-31-1969 · groceries

-$84.27

Starbucks

12-31-1969 · dining

-$6.85

Paycheck — Employer

12-30-1969 · income

+$2,450.00

Partner Paycheck

12-30-1969 · income

+$2,150.00

Chipotle

12-30-1969 · dining

-$18.75

Transfer to Emergency Fund

12-30-1969 · savings

-$200.00