Welcome back, Sarah

Here's your financial overview for November 2024

Total Balance

$50,624.56

Across 4 accounts

Monthly Income

$6,500.00

+3.8% from last month

Monthly Expenses

$4,025.00

-7.5% from last month

Net Savings

$2,475.00

On track for your goals!

Budget Overview

Your spending by category this month

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🍽️dining

$325.70/ $400.00

🛒groceries

$431.42/ $600.00

🚗transport

$189.05/ $300.00

🎬entertainment

$156.99/ $200.00

💡utilities

$314.49/ $350.00

🛍️shopping

$446.31/ $300.00

AI Insights

Personalized recommendations

Shopping Over Budgetwarning

You've exceeded your shopping budget by $146.31 this month. Consider pausing non-essential purchases.

Dining Spending Uptip

Your dining expenses are 40% higher than last month. Cooking 2 more meals at home weekly could save you $120/month.

Transport Savingsachievement

Great job! You're 37% under budget for transportation this month.

Bill Negotiation Availableopportunity

We found 3 bills that could be negotiated for potential savings of $80/month.

Chat with AI Coach

Recent Transactions

Your latest activity

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🍽️

Uber Eats

Nov 24, 2024 • dining

-$32.45

🛒

Whole Foods

Nov 24, 2024 • groceries

-$127.83

📱

Netflix

Nov 23, 2024 • subscriptions

-$15.99

🚗

Shell

Nov 23, 2024 • transport

-$52.30

💰

ACME Corp

Nov 22, 2024 • income

$3,250.00

Your Accounts

Connected financial accounts

Primary Checking

Chase Bank •••• 4521

$4,852.34

Emergency Fund

Chase Bank •••• 7892

$12,450.00

Travel Rewards Card

American Express •••• 1234

-$1,245.67

Investment Portfolio

Fidelity •••• 9012

$34,567.89

Income vs Expenses

Your 6-month financial trend

Jun

Jul

Aug

Sep

Oct

Nov

Income

Expenses