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Insights

What's available to spend?

$237.85
Estimated amount calculated after bills and typical spending.
This estimate is based on your checking account balance, upcoming scheduled bills, and your spending patterns over the last 3 months. It does not account for pending deposits or unexpected expenses.
6-month trend: Decreasing
Overall financial health Building stability
You're building stability!

Your next best step

Heads up! Based on your upcoming bills ($212.15 due on May 25) and your typical spending, your balance might be low.

Current balance: $450.00

AI expertise on your finances

AI-generated insights may be inaccurate. Please double-check responses.

What the AI can access: Your transaction history, account balances, and the financial goals you've set.

Data retention: Conversation history is kept for 30 days, then automatically deleted.

Your control: You can delete your personalization data at any time in Settings › Privacy.

Third parties: Your data is not shared with third parties for marketing purposes.

Your spending

Housing $850
Groceries $350
Transportation $200
Other $300

You spent $350 on Groceries this month, which is $41 more than last month

Tip: Small changes to daily spending could save up to $45 this week. See details

Your earnings

$2.4k $1.8k $1.2k $0.6k $0k Jan Feb Mar Apr May

Your income has been a little varied lately. We can help you plan for leaner months.

Plan for variable income
Progress 35% paid off

You've reduced your total debt by $250 this month!


Your highest interest rateAnnual Percentage Rate (APR) — the yearly cost of borrowing money, expressed as a percentage debt is Credit Card A with a balance of $2800. Paying an extra $50/month could save you $325 in interest every year.

Explore debt payoff strategies

Your financial forecast

Jan Feb Mar Apr May Jun
Your investments
Inflation

While inflation has been on the rise, your investment returns are outpacing it. You're on a strong path.

Building your safety net

$650
of $1000

Just $350 away from your first small savings goal! Round-upsAutomatically rounding up purchases to the nearest dollar and saving the difference save spare change from every purchase automatically.

More ways to boost your finances

Budgeting for a new car

You've been spending a lot of money on your car the last couple of months. Create a budget to save.

Try this tip

Daily coffee spending

You often spend on coffee. Try bringing coffee from home 3 times a week to save.

Try this tip

Budgeting for a new car

You've been spending a lot of money on your car the last couple of months. Create a budget to save.

Try this tip