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Finance
Overview of your financial performance including revenue, expenses, and profit trends.
Why are bills over their limit?
Forecast next quarter
Where can I cut expenses?
Previous Statement
Paid on Sep 9, 2026
Card Limit
$34,500.00
Spent
$27,221.21
Minimum
$7,331.94
Current Statement
Must be paid before Oct 9, 2026
Card Limit
$34,500.00
Spent
$39,819.41
Minimum
$9,112.51
Account Balance
Monthly balance growth and avg. monthly income
38.33%
Average Monthly Growth
$45,332.00
Average Monthly Income
Recent transactions
1 pending, 4 completed
Transaction ID | Date | Name | Amount | Status | |
|---|---|---|---|---|---|
| 528651571NT | Aug 21, 2026 | Morgan Page | $1,358.75 | completed | |
| 421436904YT | Jul 22, 2026 | Nita Hebert | -$1,042.82 | completed | |
| 685377421YT | Jul 12, 2026 | Marsha Chambers | $1,828.16 | pending | |
| 884960091RT | Jun 30, 2026 | Charmaine Jackson | $1,647.55 | completed | |
| 361402213NT | Jun 20, 2026 | Maura Carey | -$927.43 | completed | |
Budget
Monthly budget summary
Last month you had 223 expense transactions, 12 savings entries and 4 bills.
Expenses
$11,763.34
2.6%
Savings
$10,974.12
12.7%
Bills
$1,789.22
105.7%
Exceeded your personal limit! Be careful next month.