Executive Dashboard
Real-time balance, envelope velocity warnings, and cashflow analytics.
Total Net Savings (Aug)
$4,648.22+59.0% Rate
Total monthly net retained cashflow.
Total Income
$7,880.00
From salary, freelance & dividends.
Total Expenses
$3,231.78
Spent across 7 budget envelopes.
Active Goals Savings
$22,150
Saved across 4 target goals.
Velocity Warning Alert (1 Categories at Risk)
Housing & Rent (89% spent). Consider adjusting envelope limits or pausing discretionary spending.
Income vs. Expense Trend
Monthly cashflow comparison over time
6-Month Overview
Expense Breakdown
Allocation by envelope category
Housing & Rent
Groceries & Supplies
Dining & Entertainment
Utilities & Internet
Budget Envelopes Status
Spent vs allocated monthly envelope thresholds
Housing & Rent
Near Limit
$1950.00 / $2200
Groceries & Supplies
$423.70 / $850
Dining & Entertainment
$361.49 / $500
Utilities & Internet
$225.39 / $350
Transport & Fuel
$58.20 / $400
Health & Fitness
$75.00 / $250
Shopping & Apparel
$138.00 / $300
Recent Ledger
Latest recorded transactions
Monthly Salary Deposit
Salary•2026-08-01
+$6200.00
Freelance Design Consultation
Freelance•2026-08-05
+$1450.00
Apartment Monthly Rent
Housing & Rent•2026-08-01
-$1950.00
Trader Joe Grocery Haul
Groceries & Supplies•2026-08-03
-$184.50
Whole Foods Market
Groceries & Supplies•2026-08-10
-$142.80