Financial Overview
Your complete financial picture at a glance
AI Active
Last updated: 2 hours ago
Net Worth
$285,420
+12.3% this year
Monthly Savings
$3,750
30% savings rate
Total Debt
$45,000
-5.2% this month
Investment Growth
8.5%
12-month return
AI Financial Insights
3 New
Optimize Food Spending
You're 19% over budget on food. Consider meal planning to save $150/month.
Emergency Fund Goal
You're 83% toward your 6-month emergency fund goal. Great progress!
Tax-Loss Harvesting
Potential tax savings of $420 available in your investment portfolio.
Monthly Budget
Housing$2800 / $3000
Food$950 / $800
Transportation$600 / $700
Entertainment$450 / $400
Healthcare$300 / $500