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Good morning, Alex ✨

Here's your overview for today.

Overview

Cash Flow
See your monthly cash rhythm
Open

What changed recently

Last 7 days

Strongest areas

  • Consistency
    Great job staying on track
  • Savings growth
    You're building momentum
  • Goal focus
    Italy goal is on track

Focus next

  • Subscription cleanup
    3 subscriptions to review
  • Weekend spending
    Watch Sat & Sun patterns

Spending Overview

This month

May
Total spent
$1,842
↑ 7.2% wk
  • Dining$64235%
  • Groceries$42023%
  • Shopping$31217%
  • Transport$18310%
  • Other$27915%

Dining and shopping are your top categories. Reducing dining by $120 this month could save $1,440 this year.

View Insights

Budget Progress

May 2025

  • Dining$642 / $450142%
  • Groceries$420 / $60070%
  • Shopping$312 / $50062%
  • Transport$189 / $30063%

Goals

  • Italy Trip$4,680 / $6,000
    journey-_R_kmr7iaq_
    78%
    30 days sooner
  • Emergency Fund$8,100 / $10,000
    journey-_R_kqr7iaq_
    81%
    On track
  • New Laptop$1,200 / $2,000
    journey-_R_kur7iaq_
    60%
    2 months to go
View all goals

Decision Intelligence

AI

Compare real-life choices before they impact your goals.

This month's scenario
Transit vs Drive
Drive
Gas + insurance + parking
$640
per month
vs
✓ Best
Transit
Monthly pass + occasional ride
$214
per month
Potential savings
+$426/mo
Goal impact
Italy goal 30 days closer
Compare Options

Tax Intelligence

Organize possible tax-review items for your tax professional.

68%ORGANIZEDReview readiness
$2,840organized for review
  • 12 items need documentation
  • 6 review categories
  • 68% organized
WorkEducationHealthHome OfficeMileageSubscriptions
  • Income sources reviewed
  • Expense categories grouped
  • Records noted (kept by you)
  • Mileage notes
  • Home office details
  • Education expenses noted

Informational organization only. Not tax advice.

Review Tax Items

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