Historical Performance
Analyze your financial growth, income trends, and disciplined allocation history over time.
payments
Total Income (Selected Period)
$84,250
trending_up 5.2% savings
Avg. Savings Rate
24%
trending_up 1.1% account_balance
Net Change
+$15,400
trending_up 12%Income vs. Allocation Trends
Monthly comparison of inflow vs utilized funds
Income
Allocation
Allocation Mix
Average distribution of funds
Total $84k
Savings
55%
Needs
25%
Wants
10%
Debt
10%
Monthly Breakdown
Detailed ledger of your financial movements
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| Month | Income | Expenses | Net Flow | Status | Action |
|---|---|---|---|---|---|
| calendar_month August 2023 28 Transactions | $8,450.00 | $3,200.00 | +$5,250.00 | Allocated | |
| calendar_month July 2023 32 Transactions | $7,800.00 | $2,950.00 | +$4,850.00 | Allocated | |
| calendar_month June 2023 24 Transactions | $8,200.00 | $4,100.00 | +$4,100.00 | Allocated | |
| calendar_month May 2023 19 Transactions | $7,500.00 | $3,000.00 | +$4,500.00 | Pending |