Dashboard
JD
Overview
Total Income (Regular)
$6,500.00
Based on selected timeframe
Total Expenses (Regular)
$1,400.19
Based on selected timeframe
Net Balance (Regular)
$5,099.81
Based on selected timeframe
Total Accounts Value
$207,701.05
Based on selected timeframe
Account Balances Overview
Current balance of each account, grouped by type.
Private Accounts
Personal Savings$12,500.75
Business Accounts
Business Checking$45,200.30
Investment Accounts
Investment Portfolio$150,000.00
Income by Category
Shows total income for each category.
Income by Category (Excl. Extraordinary)
Shows total income for each category.
Expenses by Category
Shows total expenses for each category.
Expenses by Category (Excl. Extraordinary)
Shows total expenses for each category.