Accounts balance
$18,500
Cash across all accounts
Investments
$35,020
$31,500 invested
Monthly expenses
$3,820
Apr 2025
Net worth
$53,520
Accounts + investments
Snapshot • Apr 2025
Your top-level monthly financial picture.
Income
$7,050
Savings
$3,230
Savings rate
45.8%
Month-over-month
Compared with Mar 2025
+$220
AI insights
Lightweight analysis to surface what changed fastest.
Highest spending category
Housing
$1,900
Trend signal
Expenses increased
+$220 versus the previous month.
Expenses by topic
Current month topic distribution.
Housing
$1,900
49.7%
Groceries
$670
17.5%
Leisure
$510
13.4%
Transportation
$330
8.6%
Utilities
$265
6.9%
Health
$145
3.8%
Expense evolution
Track monthly expense movement over time.
2025-01
$3,470
2025-02
$3,585
2025-03
$3,600
2025-04
$3,820
Monthly comparison
Compare total expenses across months.
$3,470
01
$3,585
02
$3,600
03
$3,820
04