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All accounts
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All accounts
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Cash & Checking
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Cash & Checking
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$2,136.00
Chase Bank
Personal Checking
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Credit Cards
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Credit Cards
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-$1,539.00
Chase Bank
Joint Checking
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Loans
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Loans
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-$510,767.00
Bank of America
Mortgage
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Assets
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Assets
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$15,000.00
Fidelity
Stock Portfolio
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$7,500.00
Vanguard
Bonds
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$5,000.00
Charles Schwab
Mutual Funds
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You're
On Target
toward meeting your financial goals.
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Available
-$481,158.00
Current Monthly Spending
$3,585.00
(75.48 % of budget)
Planned expenses
$1,068.00
Current Monthly Income
$3,999.00
(100.56 % of prev month)
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| Upcoming Bills & Expenses |
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The following is a list of all upcoming expenses.
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The following graphs describe your current budget and allocations.
Food & Dining
| $351.00 of an estimated $500.00 |
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Gifts & Donations
| $457.00 of an estimated $580.00 |
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Shopping
| $211.00 of an estimated $270.00 |
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The following is a list of your most recent transactions.
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