Like what you see? Your own finances could look this organized.
Budget Progress
Total Budget: $4,500.00
Remaining: $4,035.29
10% spent

Allocations

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Allocated to Savings
Amount: $0.00
2 account(s)
No Access
Allocated to Investments
Amount: $0.00
Savings Target: 10% of income ($450.00/mo)
$0.00 allocated 0% of target
Investment Target: 15% of income ($675.00/mo)
$0.00 allocated 0% of target

Goals

No Access
Vacation
Spent: $0.00 / $74.00
Remaining: $74.00
Monthly: $74.00
Due: Mar 13, 2028
0%
No Access
Down Payment
Spent: $0.00 / $1,408.00
Remaining: $1,408.00
Monthly: $1,408.00
Due: May 13, 2028
0%
No Access
Wedding
Spent: $0.00 / $885.00
Remaining: $885.00
Monthly: $885.00
Due: Jan 13, 2027
0%
No Access
Retirement
Spent: $0.00 / $10,822.00
Remaining: $10,822.00
Monthly: $10,822.00
Due: Dec 13, 2027
0%

Bills

No Access
Rent/Mortgage
Due: May 4
Spent: $0.00 / $1,015.78
Remaining: $1,015.78
0%
No Access
Phone
Due: May 3 PAID
Spent: $55.10 / $55.10
Remaining: $0.00
100%
No Access
Internet
Due: May 8 PAID
Spent: $80.08 / $80.08
Remaining: $0.00
100%
No Access
Groceries
Due: May 4
Spent: $0.00 / $352.22
Remaining: $352.22
0%
No Access
Streaming Services
Due: May 20
Spent: $0.00 / $48.45
Remaining: $48.45
0%
No Access
Transportation
Due: May 31
Spent: $0.00 / $129.71
Remaining: $129.71
0%
No Access
Entertainment
Due: May 25
Spent: $0.00 / $138.26
Remaining: $138.26
0%

Debts

No Access
Visa Credit Card
Due: May 2
Spent: $0.00 / $128.45
Remaining: $128.45
0%
No Access
Student Loan
Due: May 3 PAID
Spent: $329.53 / $329.53
Remaining: $0.00
100%
No Access
Personal Loan
Due: May 15
Spent: $0.00 / $152.49
Remaining: $152.49
0%
No Access
Medical Debt
Due: May 6
Spent: $0.00 / $79.20
Remaining: $79.20
0%
Transactions
Category
Name
Date Category Name Amount Created By Notes Actions
May 12, 2026 11:40 Goal Vacation Fund $585.31 Mike
May 8, 2026 11:40 Debt Credit Card Payment - $477.00 Jane
May 8, 2026 00:00 Bill Internet $80.08 Sarah
May 6, 2026 11:40 Bill Water Bill $398.15 Sarah
May 3, 2026 11:40 Investment Stock Purchase $1,160.49 Jane
May 2, 2026 11:40 Goal Home Improvement $550.12 Mike
May 2, 2026 00:00 Debt Student Loan $329.53 Jane
Apr 30, 2026 00:00 Bill Phone $55.10 You
Apr 27, 2026 11:40 Bill Water Bill - $97.01 Mike
Apr 26, 2026 11:40 Investment 401k Contribution - $1,448.08 Jane
Apr 26, 2026 11:40 Goal Wedding Fund $555.00 You
Apr 24, 2026 11:40 Saving Emergency Fund $256.70 Jane
Apr 23, 2026 11:40 Debt Credit Card Payment - $259.79 Mike
Apr 21, 2026 11:40 Saving House Down Payment $381.86 Sarah
Apr 16, 2026 11:40 Bill Phone Bill $461.23 You
Apr 15, 2026 11:40 Bill Electric Bill $195.63 You