Personal finance

Track every move. See the story behind your money.

Review cash flow, monitor category pressure, and switch between viewer and admin roles to explore the full dashboard behavior.

Display currency

$17.3K

Using the dashboard base currency.

Role access

Viewers can browse insights. Admins can add and delete transactions.

Base currency is USD. Other currency selections use the latest available daily market reference rate.

Transactions

Dedicated activity ledger

All transaction management now lives on its own route, with separate space for searching, sorting, and admin actions.

Total balance

$17.3K

Net balance after subtracting expenses from income.

Total income

$27.8K

All tracked money coming in across salary and side work.

Total expenses

$10.5K

Complete outflow across bills, essentials, and lifestyle spend.

Savings rate

62%

21 transactions currently shape this snapshot.
Recent activity
A quick snapshot of the latest money movement across your account.

Ride share and fuel

Apr 25, 2026•Transport•Expense

$196

Latest

Client strategy workshop

Apr 21, 2026•Consulting•Income

$1,280

Latest

Streaming and cinema

Apr 15, 2026•Entertainment•Expense

$168

Latest

Farmers market haul

Apr 8, 2026•Food•Expense

$520

Latest

Apartment rent

Apr 4, 2026•Housing•Expense

$1,850

Latest
Rolling view of the five latest entries

Transactions

Search, filter, and audit activity

Viewer mode is active. Data is read-only.
Activity ledger
Search descriptions, narrow by category or type, and sort by date or amount.
DescriptionCategoryType
Apr 25, 2026Ride share and fuelTransportExpense-$196
Apr 21, 2026Client strategy workshopConsultingIncome+$1,280
Apr 15, 2026Streaming and cinemaEntertainmentExpense-$168
Apr 8, 2026Farmers market haulFoodExpense-$520
Apr 4, 2026Apartment rentHousingExpense-$1,850
Apr 2, 2026Monthly salarySalaryIncome+$6,200
Mar 24, 2026Team offsite flightTravelExpense-$620
Mar 18, 2026Dental checkupHealthExpense-$260
Mar 12, 2026Groceries and pantryFoodExpense-$398
Mar 4, 2026Apartment rentHousingExpense-$1,850
Mar 2, 2026Monthly salarySalaryIncome+$6,200
Feb 27, 2026Tax refundRefundsIncome+$740
Feb 14, 2026Dining and coffeeFoodExpense-$342
Feb 9, 2026Power and water billUtilitiesExpense-$214
Feb 4, 2026Apartment rentHousingExpense-$1,850
Feb 2, 2026Monthly salarySalaryIncome+$6,200
Jan 22, 2026City transit passTransportExpense-$112
Jan 17, 2026Freelance brand sprintConsultingIncome+$960
Jan 11, 2026Neighborhood marketFoodExpense-$286
Jan 4, 2026Apartment rentHousingExpense-$1,850
Jan 2, 2026Monthly salarySalaryIncome+$6,200