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Operational Overview

March 2026

Monthly Income$7,500

Total Net Worth

$10,97515.4%
OctNovDecJanFebMar
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Velocity Alert

You're on pace to exceed your Needs budget by 16%.

DriversTrend Impact
Rent+$2,200
Groceries+$382

Needs

Fixed Obligations50%

82% used
$3,083/$3,750
Rent$2,200
Groceries$382
Utilities$250

Wants

Lifestyle30%

25% used
$557/$2,250
Dining$211
Entertainment$74
Subscriptions$72

Savings

Future Reserve20%

33% used
$500/$1,500
Investing$500
Emergency Fund$0
Vacation$0

Category Distribution

Needs
Wants
Savings
Spent$4,139
$3,083
74.5%
$557
13.4%
$500
12.1%
AI Insights
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AI-powered spending analysis — exclusive preview

Active Savings Goals

Emergency Fund

calendar_todayTarget: Dec 2026
$14,500
of $20,000

Japan Trip

calendar_todayTarget: Sep 2026
$3,250
of $5,000

New Laptop

calendar_todayTarget: Jun 2026
$2,200
of $2,500

Down Payment Fund

calendar_todayTarget: Jan 2028
$18,000
of $60,000