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Your finances at a glance
Net worth, spending, and key metrics in one place.
CASH & SAVINGS
$155,625
Across 4 accounts+$12k this month
MONTHLY SPENDING
$12,450
of $15,000 budget83% of budget
EMERGENCY FUND
12.5 mo
of expenses coveredFully funded
YTD RETURNS
+8.4%
Investment performanceSince Jan 1
NET WORTHvs last 6 months
$2,610,000
+$160k (6.5%)