Overview

Good afternoon, there

Here's your financial overview for February 2026

Net Worth$175,300
+3.8%
vs last month
Monthly Income$9,400
+3.3%
vs last month
Monthly Expenses$4,900
-7.5%
vs last month
Savings Rate47.9%
+5.2%
vs last month
AI Insights

Personalized recommendations based on your spending

View All
92% confidence

Subscription Optimization

You have 3 overlapping streaming services. Consolidating could save $28/month.

+$336/year
78% confidence

Portfolio Rebalancing Alert

Your crypto allocation has drifted 3% below target. Consider rebalancing for optimal risk-adjusted returns.

+2.1% returns
95% confidence

Dining Spend Trending Up

Food & dining expenses increased 23% this month compared to your 6-month average.

-$196/month
Net Worth
$175,300+23.4% all time
Expense Breakdown
Housing$180036.7%
Food & Dining$85017.3%
Transport$4208.6%
Utilities$3206.5%
Entertainment$2805.7%
Income vs Expenses
Monthly comparison over 7 months
Income
Expenses
This Week
$761

Daily spending pattern

Recent Transactions
View All
Salary DepositSalary
+$9,400.00Feb 15
Whole Foods MarketGroceries
$127.45Feb 14
Netflix SubscriptionEntertainment
$15.99Feb 13
Freelance ProjectSide Hustle
+$2,500.00Feb 12
Electric BillUtilities
$145.00Feb 11
Amazon PurchaseShopping
$89.99Feb 10
Financial Goals
Manage
Emergency Fund75%
$22,500 of $30,000Jun 2026
Vacation Fund65%
$5,200 of $8,000Aug 2026
New Car Down Payment65%
$9,800 of $15,000Dec 2026
Investment Portfolio76%
$152,100 of $200,000Dec 2027
Linked Accounts
Main CheckingChase · 2 min ago
$12,450.32
High-Yield SavingsMarcus · 1 hr ago
$28,750.00
Investment AccountFidelity · 5 min ago
$152,100.00
Credit CardAmex · 30 min ago
-$2,340.67
Crypto WalletCoinbase · 1 min ago
$15,200.00
Budget Tracker
Housing$1800 / $2000
Food$850 / $800
Transport$420 / $500
Utilities$320 / $350
Entertainment$280 / $300
Savings$2000 / $2000