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Financial Overview
All months (3) · 39 transactions
Total Income
$13,414
Total Expenses
$6,041
Net Savings
$7,373
Savings Rate
55.0%
Housing is 72% of your total expenses
You spent $4,350 on Housing.
Spending up 15% vs last month
Latest month: $2,289 vs previous $1,992.
You have 3 recurring charges
Review subscriptions and recurring services to find savings.
3 unusually large transactions detected
Largest: Rent — Maple Apartments — $1,450.
You could save ~$526.10 by trimming 10% from top categories
Housing, Groceries, Shopping
Rent — Maple Apartments
3 txns
Costco
1 txn
Whole Foods
1 txn
Nike Outlet
1 txn
Safeway
1 txn
Shell Gas Station
2 txns
Electric Bill — Coned
1 txn
Trader Joe'S
1 txn
| Merchant | Frequency | Category | Avg Amount |
|---|---|---|---|
| Rent — Maple Apartments | Monthly | Expense | $1,450 |
| Shell gas station | Monthly | Expense | $55.00 |
| Netflix | Monthly | Expense | $16.00 |
| 2024-06-29 | Nike outlet | Expense | Shopping | −$134.00 |
| 2024-06-28 | Trader Joe's | Expense | Groceries | −$96.00 |
| 2024-06-26 | Visa card payment | Liability | N/A | −$420.00 |
| 2024-06-24 | Transfer to Savings | Savings | N/A | +$600.00 |
| 2024-06-22 | Coffee — Blue Bottle | Expense | Food & Dining | −$22.00 |
| 2024-06-20 | Doctor copay | Expense | Healthcare | −$45.00 |
| 2024-06-19 | Spotify Family | Expense | Subscriptions | −$17.00 |
| 2024-06-16 | Uber rides | Expense | Transportation | −$38.00 |
| 2024-06-15 | Freelance project | Income | N/A | +$850.00 |
| 2024-06-12 | Electric bill — ConEd | Expense | Utilities | −$110.00 |
| 2024-06-09 | Amazon order | Expense | Shopping | −$89.00 |
| 2024-06-07 | Olive Garden dinner | Expense | Food & Dining | −$72.00 |
| 2024-06-05 | Netflix | Expense | Subscriptions | −$16.00 |
| 2024-06-04 | Shell gas station | Expense | Transportation | −$58.00 |
| 2024-06-03 | Whole Foods | Expense | Groceries | −$142.00 |