Jamie (sample)'s Finances
Sample overview — same layout as the live app after you connect accounts.
Net Worth
$50,996.35
Assets:$51,838.65
Liabilities:-$842.30
This Month
Spending
-$1,079.10
Earning
$4,200.00
Investments
$850.00
Savings
$400.00
Net
$3,120.90
Summary
Category Breakdown — March 2026 (sample)
Earning
Total: $4,200.00 • 1 category
Categories
Payroll
$4,200.00 • 100.0%
Spending
Total: $902.50 • 8 categories
Categories
Groceries
$302.11 • 33.5%
Shopping
$167.80 • 18.6%
Utilities
$128.50 • 14.2%
Public Transportation
$89.99 • 10.0%
Restaurants
$89.40 • 9.9%
Gyms & Fitness
$54.00 • 6.0%
Coffee Shops
$48.20 • 5.3%
Healthcare
$22.50 • 2.5%
Transactions (sample)
Showing 11 transactions
Northwind Payroll
3/1/2026• Payroll• Earningcompleted
$4,200.00
Whole Foods Market
3/2/2026• Groceries• Spendingcompleted
-$62.14
Coffee Lab
3/4/2026• Coffee Shops• Spendingcompleted
-$48.20
City Utilities
3/6/2026• Utilities• Spendingcompleted
-$128.50
Metro Transit
3/8/2026• Public Transportation• Spendingcompleted
-$89.99
Warehouse Grocers
3/9/2026• Groceries• Spendingcompleted
-$201.35
Izakaya Tanaka
Split (3)3/15/2026• Restaurants• Spendingcompleted
-$89.40
Northside Yoga
3/18/2026• Gyms & Fitness• Spendingcompleted
-$54.00
Pharmacy Co.
3/20/2026• Healthcare• Spendingcompleted
-$22.50
Pedal & Spoke Bike Shop
3/22/2026• Shopping• Spendingcompleted
-$167.80
Farm Box Subscription
3/24/2026• Groceries• Spendingpending
-$38.62