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Dashboard

Your financial overview at a glance

Total Balance

$24,567

+12.5% from last month

Monthly Spending

$3,245

+5.2% from last month

Income

$8,450

Steady income

Budget Left

,755

54% of budget used

Spending Overview

Recent Transactions

Grocery Shopping

Whole Foods

- 27.45

Salary Deposit

ABC Company

+$5,500.00

Electric Bill

ConEd

-$89.23

Coffee Shop

Starbucks

-$4.75

Budget Progress

Food & Dining $450 / $600
Transportation 80 / $200
Shopping $320 / $400

Transactions

Description Category Amount Date
Whole Foods Market Food - 27.50 Today, 2:30 PM
Uber Ride Transport -$24.00 Today, 10:15 AM
Netflix Subscription Entertainment - 5.99 Yesterday
Salary Deposit Income +$2,900.00 2 days ago
Amazon Purchase Shopping -$89.99 3 days ago

Analytics

Spending Overview

Category Breakdown

Monthly Comparison

Spending Trends

Insights

Top Category

Food & Dining

Biggest Decrease

Transportation (-15%)

Watch Out

Shopping +25%

Budgets

Food & Dining

$800 / ,000

$200 remaining

Transportation

$450 / $500

$50 remaining

Shopping

$350 / $400

$50 remaining

Entertainment

80 / $300

20 remaining

Bills & Utilities

$400 / $450

$50 remaining

Add new budget

Budget Analytics

Spending by Budget

Budget vs Actual

Food & Dining 80% used
Transportation 90% used
Shopping 88% used
Entertainment 60% used
Bills & Utilities 89% used

WiseBot

Your AI financial assistant

Hi! I'm WiseBot. I can help you with financial insights, budget recommendations, and spending analysis. What would you like to know?

How can I save more money this month?

Based on your spending, I recommend:

  • • Reduce dining out by 20% - you spent $240 last month
  • • Cancel unused subscriptions - save $45/month
  • • Switch to generic brands - save $60/month

Profile

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Sarah Johnson

sarah.johnson@email.com

Member since January 2024

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Connected Accounts

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Chase Bank

**** 4567

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American Express

**** 8901

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