Good morning, Alex 👋
Here's your financial snapshot for May 2026
Net Worth
$84,320
+$2,140 (2.6%) vs last month
Budget Used
72%
$3,024 spent of $4,200 monthly budget
Savings Rate
18.4%
+1.2% of monthly income
Portfolio Return
+6.8%
-0.4% today YTD across all holdings
Bills Due
$847
1 overdue — 3 bills due this week
Income vs. Expenses
Weekly trend — last 12 weeks
Income
Expenses
Portfolio
5 holdings · YTD +6.8%
VTI
VTI$24,300
+1.8%
AAP
AAPL$12,800
-0.6%
BND
BND$10,200
+0.2%
QQQ
QQQM$9,100
+2.1%
CAS
CASH$1,400
0%
Recent Transactions
Last 10 transactions
| Merchant | Category | Account | Date | Status | Amount |
|---|---|---|---|---|---|
Whole Foods Market | Groceries | Chase Checking | May 27 | Cleared | -$94.38 |
Spotify Premium | Subscriptions | Amex Gold | May 27 | Cleared | -$9.99 |
Payroll Deposit | Income | Chase Checking | May 25 | Cleared | +$3284.62 |
Shell Gas Station | Transport | Chase Checking | May 24 | Cleared | -$61.20 |
Amazon.com | Shopping | Amex Gold | May 23 | Pending | -$142.97 |
Chipotle Mexican Grill | Dining | Chase Checking | May 23 | Cleared | -$18.45 |
Netflix | Subscriptions | Amex Gold | May 22 | Cleared | -$15.49 |
Freelance Invoice #48 | Income | Chase Checking | May 21 | Cleared | +$850.00 |
Planet Fitness | Health | Chase Checking | May 20 | Cleared | -$24.99 |
Starbucks | Dining | Amex Gold | May 20 | Cleared | -$7.85 |
10 of 10 transactions
Upcoming Bills
Rent — Apt 4B
Due Today· May 28
$1850.00
Comcast Internet
Overdue· May 26
$79.99
Progressive Auto
AUTOUpcoming· Jun 1
$142.50
T-Mobile Plan
AUTOUpcoming· Jun 3
$65.00
Adobe Creative Cloud
Upcoming· Jun 7
$54.99
Total due this week$2,192.49
Savings Goals
Emergency Fund
Target by Dec 2026
70%
$8,400 savedof $12,000
$400/mo contribution
Europe Trip 2027
Target by Mar 2027
33%
$1,840 savedof $5,500
$200/mo contribution
MacBook Pro M4
Target by May 2026
100%
$2,199 savedof $2,199