YOUR PERSONAL OVERVIEW
A little perspective on where you are. A clearer path to where you’re going.
Your sample household. All planning edits stay until you reload.
Net worth
$127,450
Your assets, less your liabilities
Total debt
$34,600
3 accounts in your payoff plan
Monthly income
$6,500
Scheduled income for the viewed month
Monthly spending
$4,120
63% of your take-home pay
Money in. Money out. A little perspective.
Your monthly spending, at a glance.
Room to save or allocate
$2,380
Small steps toward the things that matter.
Home down payment
$42,000 of $60,000
Vacation fund
$1,200 of $3,000
Retirement
$113,050 of $500,000
Your financial calendar, organized by date.
Housing payment
Payday
Auto loan payment
Income events set your take-home income across the site for the viewed month, including the budget and cash-flow chart. Calendar entries do not change account balances or spending categories. No payments or reminders are sent. Amounts are per occurrence. Weekly repeats every 7 days and bi-weekly every 14 days from the start date. Monthly events repeat from their start date; dates that do not exist in a month use its last day. Editing or removing an event updates its entire schedule.
A closer look at what you have and what you owe.
$5,800
$43,200
$113,050
−$34,600
Net worth equals assets minus debts. Goal amounts are not added again. Edit liabilities in the debt payoff workspace.
PLUS & PRO · SANDBOX
Automatic transaction syncing, with fresh balance checks on your schedule.
Checking Sandbox setup…
Opening or reloading this panel reads saved data only. Fresh balance attempts run at most weekly per institution. Transactions can trigger payday calculations without a fresh balance call. Sandbox data stays separate from the demo household.
Demo workspace. Sample edits are not saved to your account.