Welcome back, Sarah
Here's your financial overview for today
Total Balance
$24,567.89
↑ 12.3% from last month
Monthly Income
$8,450.00
Last deposit: 3 days ago
Monthly Expenses
$3,210.45
↑ 8.7% from last month
Recent Activity
Grocery Store
Today, 2:30 PM
Salary Deposit
Yesterday, 9:00 AM
Online Shopping
2 days ago
Your Accounts
Manage all your banking accounts in one place
Account Overview
Checking Account
**** 4567
2,345.67
+$2,450 this month
Savings Account
**** 8901
$45,678.90
+3.2% interest rate
Credit Card
**** 1234
$2,345.00
$7,655 available
Quick Actions
Savings Goals
Account Security
- Two-factor authentication enabled
- Biometric login active
- Recent activity alerts on
Investment Accounts
Connect your investment accounts to track all your finances in one place.
Transactions
Track all your spending and income in real-time
This Month
$3,247.89
-12% vs last month
Income
$8,450.00
+$200 vs last month
Expenses
$5,202.11
+$847 vs last month
Net Balance
$3,247.89
Positive cash flow
Recent Transactions
Salary Deposit
From: Acme Corp
+$4,225.00
Today, 9:00 AM
Whole Foods Market
Groceries
- 27.45
Today, 2:30 PM
Netflix Subscription
Entertainment
- 5.99
Yesterday
Uber Ride
Transportation
-$24.50
2 days ago
John Smith
Transfer received
+ 50.00
3 days ago
Quick Insights
Spending Categories
Budget Alerts
Food budget
85% used this month
Shopping budget
Exceeded by 27
Analytics
Get deep insights into your financial patterns
Net Worth
$78,456
↑ 8.3% this month
Monthly Savings Rate
38%
↑ 5% vs last month
Investment Returns
12.7%
YTD performance
Debt-to-Income
0.24
Excellent ratio
Spending Trends
Income vs Expenses
Financial Health Overview
Emergency Fund
Retirement Savings
Top Categories
AI Insights
- • You saved 15% more than last month
- • Consider increasing investment contributions
- • Set up automatic bill payments
Monthly Report
Year-to-Date Performance
Payments
Manage all your payments and transfers in one secure place
Pending Payments
3
,247.89 total
Auto-pay Active
12
Never missed a payment
Recent Transfers
24
Last 30 days
Scheduled Bills
8
Next payment: 3 days
Recent Transactions
Netflix Subscription
Monthly
- 5.99
Due tomorrow
Electric Bill
Monthly
- 27.45
Auto-paid
Quick Pay
Payment Insights
Quick Actions
Auto-Pay Setup
Payment Analytics
Cards
Manage all your debit and credit cards in one secure place
Quick Stats
Total Credit Limit
$25,000
Available Credit
8,450
Total Rewards
$847.23
Card Usage
Security Alerts
Active Cards
Premium Rewards Card
Active**** 4567 • Exp: 12/25
Cash Back Card
Active**** 8901 • Exp: 08/26
Travel Rewards Card
Near Limit**** 2345 • Exp: 03/27
Card Controls
Rewards Summary
$847.23
Cash Back Available
Security Features
Transaction History
Quick Actions
Card Analytics
Investments
Track and grow your wealth with smart investment tools
Total Portfolio
27,450
↑ 12.3% YTD
Daily Change
+$847.23
+0.67% today
Dividends
$2,847
Annual income
Cash Balance
5,230
Ready to invest
Portfolio Overview
Holdings
Apple Inc.
25 shares
$4,250
+2.3%
Alphabet Inc.
10 shares
$2,890
-1.2%
Top Performers
Market News
• Fed announces rate decision
• Tech earnings beat expectations
• Oil prices surge 3%
