Overview

Your money at a glance — July 2026

Net Worth
$455,785.69
▲ $13,293.31 this month
Cash
$60,677.89
Checking & savings
Investments
$418,968.38
Retirement & brokerage
This Month Cash Flow
$3,225.79
$9,179.39 in · $5,953.60 out

Net Worth Trend

Last 10 months
Total assets
$479,646.27
Total liabilities
$23,860.58

Spending This Month

Spent$5,954
  • 🏠 Rent & Mortgage$2,650
  • 🛍️ Shopping$974
  • 🛒 Groceries$453
  • 🍽️ Restaurants & Dining$280
  • 🏋️ Fitness$215

Income vs. Spending

Budget This Month

Manage
$5,843of $6,255
  • 🏠 Rent & Mortgage$2,650 / $2,650
  • 🛒 Groceries$453 / $750
  • 🛍️ Shopping$974 / $500
  • 🍽️ Restaurants & Dining$280 / $400
  • ✈️ Travel$0 / $400

Recent Transactions

View all
  • Safeway
    Jul 27, 2026·Amex Blue Cash
    🛒Groceries-$70.29
  • Amazon
    Jul 26, 2026·Amex Blue Cash
    🛍️Shopping-$83.69
  • One Medical Copay
    Jul 26, 2026·Chase Sapphire Reserve
    🏥Health & Medical-$32.19
  • Best Buy
    Jul 25, 2026·Chase Total Checking
    🛍️Shopping-$272.65
  • Chevron
    Jul 25, 2026·Chase Total Checking
    ⛽Transportation-$38.58
  • DoorDash
    Jul 23, 2026·Chase Sapphire Reserve
    🍽️Restaurants & Dining-$40.79
  • CVS Pharmacy
    Jul 23, 2026·Chase Sapphire Reserve
    🏥Health & Medical-$32.84

Retirement Snapshot

Details
Total retirement & investments
$418,968
  • Fidelity 401(k)$149,020
  • Empower 401(k)$95,093
  • USI 401(k) Plan$65,336
  • Fidelity Roth IRA$52,830
  • Vanguard Brokerage$38,907