Budgeting
Our budgeting tool estimates how much savings you need each month to achieve your retirement goal.
Additional monthly saving needed for retirement goal: $1000
Income and spend tracker helps you keep track of your monthly spending and cash flow.
Cash Flows
Net Income:
$10,000
- Needs:
$7,000
- Wants:
$3,000
= Savings
$300
August
Saving Goal Tracker
Your Spend
$6,354
Spend Budget
$1,009
The single most important factor affecting your financial health is your spend.
Travel
Minimum
$2,800
Average
$2,430
Median
$2,560
Our spending tracker
- can help you keep track of where you spend and how much you spend.
- can help you understand your spending trends and potential budgeting opportunities.
Wants
Average
$1,550
This month
$1,630
80 ↑
Same period last year
$1,780
This month
$1,630
$150 ↓
Alert tools keep you on top of your balance and budget
- Balance alert prevents you from overdraft.
- Category spend alerts keep you on track with your budget plan.
Spend Alert
| Spend Category | Alert Threshold | Your Spend |
|---|---|---|
| Travel | $1,200/ month | $1,250/ month |
August 14
Your balance is below $2,000
Average Monthly Savings: $500
Income
$1000/month
Expenses
$1000/month