October 2023
Monthly Financial Overview
Total Income
arrow_upward$8,250.00
+12% vs last month
Total Expenses
arrow_downward$5,100.00
+5% vs last month
savings
Net Cash Flow
+$3,150.00
+18% margin health
Cash Flow History
Income
Expenses
Recent Transactions
View All| Date | Description | Category | Amount |
|---|---|---|---|
| Oct 24 | shopping_cart
Whole Foods Market
| Groceries | -$142.50 |
| Oct 23 | bolt
Electric Company
| Utilities | -$85.00 |
| Oct 21 | movie
Netflix Subscription
| Entertainment | -$15.99 |
health_and_safety
Emergency Fund
Current Balance
$15,000
Target
$20,000
75% Funded warning
Deficit: $5,000
Status: Funding in Progress. You are on track to reach your goal by December 2023 based on current allocation.
Budget Allocation
Total 100%
Needs (50%)
$4,125 Wants (30%)
$2,475 Savings (20%)
$1,650