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Dashboard

Base: USD
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How to use this page

Overview

This is your financial command center. It aggregates data from all your Accounts, Transactions, and Portfolio assets to give you a real-time snapshot of your financial health.

Key Metrics
  • Net Worth: Total Assets - Debts.
  • Cashflow (YTD): Total Income minus Total Expenses for the current year.
  • Portfolio: Brokerage and Crypto holdings.
Analysis Widgets

Scroll through the widgets below to analyze your Income (by Payee/Source), Expenses (by Category), and Assets (by Purpose/Type).

Summary

Net Worth

12,062

YoY: -13.0% (-1,795)

16,212

YoY: +24.4%

(4,150)

YoY: +-602.4%

Cashflow (YTD)

15,759

YoY: +181.0% (+10,150)

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Income Analysis (YTD)

Total
46,538

YoY: +34.1%
(+11,839)

Salary
42,800

YoY: +42.0%
(+12,650)

Freelance
3,412

YoY: -15.2%
(-612)

Gifts
200

YoY: 0.0%
(0)

Dividends
126

YoY: -22.7%
(-37)

Tax Refund
0

YoY: -100.0%
(-162)

Total
46,538

YoY: +34.1%
(+11,839)

Hawkins School District
23,250

YoY: +130.2%
(+13,150)

Owens Security Solutions
19,550

YoY: +100.0%
(+19,550)

Private Client
3,412

YoY: -15.2%
(-612)

Parents
200

YoY: 0.0%
(0)

Global Index Fund
126

YoY: -22.7%
(-37)

Family Video Inc.
0

YoY: -100.0%
(-20,050)

French Tax Authority
0

YoY: -100.0%
(-162)

Expense Analysis (YTD)

Total
30,779

YoY: +5.8%
(+1,690)

Rent
15,733

YoY: +0.1%
(+12)

Food
10,768

YoY: +16.4%
(+1,516)

Transport
1,843

YoY: -10.5%
(-216)

Entertainment
824

YoY: +176.0%
(+525)

Travel
732

YoY: +43.7%
(+223)

Personal Care
652

YoY: +1.4%
(+9)

Gifts
228

YoY: -62.4%
(-379)

Total
30,779

YoY: +5.8%
(+1,690)

Apartment
14,400

YoY: 0.0%
(0)

Deliveries
4,430

YoY: +46.6%
(+1,408)

Dining Out
3,314

YoY: -8.2%
(-295)

Groceries
3,023

YoY: +15.4%
(+403)

Gas
1,843

YoY: -10.5%
(-216)

Utilities
1,333

YoY: +0.9%
(+12)

Tours
824

YoY: +176.0%
(+525)

Hotel
732

YoY: +43.7%
(+223)

Hair
652

YoY: +1.4%
(+9)

The Kids
228

YoY: -62.4%
(-379)

Assets Analysis (YTD)

Lifestyle
8,500

YoY: +3.2%
(+260)

Pension: Myself
4,698

YoY: +100.0%
(+4,698)

Spending
2,500

YoY: -27.8%
(-965)

Emergency
500

YoY: 0.0%
(0)

Speculation
14

YoY: +100.0%
(+14)

Car
8,500

YoY: +3.2%
(+260)

Brokerage
4,698

YoY: +100.0%
(+4,698)

Bank
2,500

YoY: -41.7%
(-1,791)

Cash
500

YoY: 0.0%
(0)

Crypto
14

YoY: +100.0%
(+14)

active
16,212

YoY: +32.8%
(+4,007)

Debt Analysis (YTD)

Loan
4,000

YoY: +100.0%
(+4,000)

Credit Card
150

YoY: +-118.2%
(+976)

Bmw Auto Loan
4,000

YoY: +100.0%
(+4,000)

Amex Gold
150

YoY: +-118.2%
(+976)

Bmw Motors
4,000

YoY: +100.0%
(+4,000)

Amex
150

YoY: +-118.2%
(+976)

Myself
4,000

YoY: +100.0%
(+4,000)

Me
150

YoY: +-118.2%
(+976)

Debt
4,000

YoY: +100.0%
(+4,000)

Spending
150

YoY: +-118.2%
(+976)

Portfolio Analysis (YTD)

Brokerage
4,698

YoY: +100.0%
(+4,698)

Crypto
14

YoY: +100.0%
(+14)

E-Trade Portfolio
4,698

YoY: +100.0%
(+4,698)

Cold Storage Wallet
14

YoY: +100.0%
(+14)

Robinhood
4,698

YoY: +100.0%
(+4,698)

Ledger
14

YoY: +100.0%
(+14)

Myself
4,712

YoY: +100.0%
(+4,712)

Pension
4,698

YoY: +100.0%
(+4,698)

Speculation
14

YoY: +100.0%
(+14)

AAPL
3,302

YoY: -26.2%
(-1,169)

KO
1,396

YoY: -13.2%
(-212)

ETH
14

YoY: -99.7%
(-5,020)

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