Analytics
Detailed insights into your financial data
Income vs Expenses
Monthly comparison of your income and expenses
Bar chart visualization
Spending by Category
Where your money is going
Pie chart visualization
Key Financial Metrics
Important ratios and performance indicators
Savings Rate
24%
Target: 30%
Debt-to-Income
18%
Target: <20%
Emergency Fund
3.5 months
Target: 6 months
Investment Return
8.2%
Benchmark: 7%
Recent Activity
Your latest financial transactions
| Date | Description | Category | Amount |
|---|---|---|---|
| Apr 15, 2023 | Salary Deposit | Income | +$2,500.00 |
| Apr 13, 2023 | Amazon Purchase | Shopping | -$120.50 |
| Apr 10, 2023 | Stock Dividend | Investment | +$75.20 |
| Apr 8, 2023 | Grocery Shopping | Food | -$85.30 |
| Apr 5, 2023 | Utilities Payment | Housing | -$145.00 |