Welcome back, Wabweni Brian!
Here's your financial overview
Total Assets
$50,711.40
Total Debt
$1,250.67
Net Worth
$49,460.73
Net Worth
Your net worth increased by 2.3% this month
Spending
You spent 12% less than last month
Savings Rate
You're saving 22% of your income
Your Accounts
Main Checking
Checking
$5,280.42
Savings
Savings
$12,750.83
Investment Portfolio
Investment
$32,680.15
Credit Card
Credit
-$1,250.67
Recent Transactions
Grocery Store
Groceries
-$128.45
Apr 23, 2025
Salary Deposit
Income
+$3,200.00
Apr 22, 2025
Electric Bill
Utilities
-$95.40
Apr 20, 2025
Automatic Transfer
Savings
+$500.00
Apr 18, 2025
Net Worth Trend
Income vs Expenses
Spending by Category
AI Financial Insights
Optimize Emergency Fund
Medium impact
Your emergency fund is almost complete. Consider moving $5,000 to a high-yield savings account to earn 3.5% APY instead of your current 0.5%.
Rebalance Investment Portfolio
Medium impact
Your tech allocation is 5% higher than your target. Consider rebalancing to reduce risk and align with your long-term strategy.