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Financial Overview

+12.5%

$68,432.50

Available Balance

vs last month

+8.2%

$12,847.00

This Month

vs last month

-3.1%

$8,293.45

This Month

vs last month

+15.7%

$45,230.80

Portfolio Value

vs last month

+2

$5,840.00

8 Invoices

new this week

+4.3%

35.2%

Monthly Savings

vs last month

Income vs Expenses

Monthly comparison for this month

Income
Expenses

Expense Breakdown

Spending by category

Recent Transactions

FP

Freelance Project Payment

Freelance • 2024-01-15

+$2,500

completed

OR

Office Rent

Business • 2024-01-14

$1,200

completed

ID

Investment Dividend

Investment • 2024-01-13

+$485.2

completed

MC

Marketing Campaign

Marketing • 2024-01-12

$850

pending

CC

Client Consultation

Consulting • 2024-01-11

+$750

completed

Alerts & Notifications

Budget Alert

You've spent 85% of your monthly dining budget

2 hours ago

Payment Received

Invoice #INV-2024-001 has been paid ($2,500)

4 hours ago

Investment Update

Your portfolio gained 2.3% this week

1 day ago

Overdue Invoice

Invoice #INV-2024-003 is 5 days overdue

2 days ago

Monthly Savings Goal

$3,200 of $5,00064%

You're on track to reach your monthly savings goal! Keep it up.