Like what you see? Your own finances could look this organized.
Budget Progress
Total Budget: $4,500.00
Remaining: $4,415.44
2% spent

Allocations

No Access
Allocated to Savings
Amount: $0.00
2 account(s)
No Access
Allocated to Investments
Amount: $0.00
Savings Target: 10% of income ($450.00/mo)
$0.00 allocated 0% of target
Investment Target: 15% of income ($675.00/mo)
$0.00 allocated 0% of target

Goals

No Access
Emergency Fund
Spent: $0.00 / $181.00
Remaining: $181.00
Monthly: $181.00
Due: Nov 20, 2026
0%
No Access
Wedding
Spent: $0.00 / $1,998.00
Remaining: $1,998.00
Monthly: $1,998.00
Due: Nov 20, 2026
0%
No Access
Education
Spent: $0.00 / $1,321.00
Remaining: $1,321.00
Monthly: $1,321.00
Due: Jun 20, 2026
0%
No Access
Retirement
Spent: $0.00 / $2,291.00
Remaining: $2,291.00
Monthly: $2,291.00
Due: Dec 20, 2027
0%

Bills

No Access
Rent/Mortgage
Due: Mar 24
Spent: $0.00 / $1,763.23
Remaining: $1,763.23
0%
No Access
Utilities
Due: Mar 26
Spent: $0.00 / $210.92
Remaining: $210.92
0%
No Access
Phone
Due: Mar 21
Spent: $0.00 / $74.00
Remaining: $74.00
0%
No Access
Internet
Due: Mar 20
Spent: $0.00 / $93.58
Remaining: $93.58
0%
No Access
Insurance
Due: Mar 23
Spent: $0.00 / $123.05
Remaining: $123.05
0%
No Access
Streaming Services
Due: Mar 8
Spent: $0.00 / $33.91
Remaining: $33.91
0%
No Access
Transportation
Due: Mar 26
Spent: $0.00 / $180.29
Remaining: $180.29
0%
No Access
Entertainment
Due: Mar 29
Spent: $0.00 / $176.64
Remaining: $176.64
0%

Debts

No Access
Visa Credit Card
Due: Mar 17 PAID
Spent: $84.56 / $84.56
Remaining: $0.00
100%
No Access
Personal Loan
Due: Mar 28
Spent: $0.00 / $296.96
Remaining: $296.96
0%
No Access
Medical Debt
Due: Mar 28
Spent: $0.00 / $140.03
Remaining: $140.03
0%
Transactions
Category
Name
Date Category Name Amount Created By Notes Actions
Mar 20, 2026 17:43 Saving Vacation Savings $484.49 Mike
Mar 20, 2026 17:43 Bill Rent $270.53 Sarah
Mar 19, 2026 17:43 Saving Emergency Fund $690.51 Sarah
Mar 17, 2026 17:43 Investment 401k Contribution $1,117.45 You
Mar 14, 2026 00:00 Debt Visa Credit Card $84.56 Jane
Mar 11, 2026 17:43 Bill Phone Bill - $306.04 You
Mar 10, 2026 17:43 Saving House Down Payment $628.45 You
Mar 9, 2026 17:43 Goal Wedding Fund $301.95 Mike
Mar 8, 2026 17:43 Debt Car Loan $428.41 Jane
Mar 7, 2026 17:43 Goal Wedding Fund $562.73 Sarah
Mar 1, 2026 17:43 Saving House Down Payment $736.31 You
Feb 26, 2026 17:43 Investment IRA Contribution $695.39 Jane
Feb 22, 2026 17:43 Investment IRA Contribution $655.69 Sarah
Feb 20, 2026 17:43 Investment Stock Purchase - $757.39 Sarah