Popup

Analysis

 

Explore your earning and spending patterns by analyzing your income, expenses, and cash flow. Negative values are not reflected in the pie chart view. Please note: Transactions included below are only for banking and credit card accounts. Checking privileges and credit cards that are part of investment accounts are not included and can be accessed by clicking on the actual account on Dashboard tab.

- - - -

 
 
 
 
 Per Page Previous Page Page 1 of 1
 Per Page Previous Page Page 1 of 1
 Per Page Previous Page Page 1 of 1
Category Amount %
Travel & Transportation $12,660 24.82%
Goods & Merchandise $12,339 24.20%
Entertainment $8,646 16.95%
Food & Dining $6,090 11.94%
Utilities $6,072 11.91%
Other $5,191 10.18%
Total $50,998 100%
Category Amount %
Air Travel $3,500 7.12%
Auto/Vehicle Insurance $3,250 6.61%
Auto/Vehicle Leasing & Purchase $3,370 6.85%
Auto/Vehicle Loan $3,030 6.61%
Auto/Vehicle Rental $2,189 4.45%
Auto/Vehicle Repair & Maintenance $3,275 6.66%
Gas & Fuel $3,045 6.19%
Ground Transportation $2,453 4.99%
Hotel & Lodging $3,825 7.78%
Parking & Tolls $3,674 7.47%
Public Transit $2,152 4.38%
Total $50,998 100%
Category Amount
Other Income -$1,269
Miscellaneous Income $12,192
Earned Income $8,627
Total $19,550
Category Amount
Deposit $12,192
Total $12,192
Category Amount
Wages & Salary $8,800
Business Income -$173
Total $8,627
Month Income Expenses Cash Flow
$20,527 -$3,651 $16,876
$20,527 -$2,265 $17,992
$20,527 -$5,365 $14,622
$20,527 $3,356 $16,901
$20,527 $3,587 $16,670
Month Income Expenses Cash Flow
$8,123 -$1,651 $6,472
$4,652 -$2,165 $2,487
$2,561 -$2,165 $3,296
$2,561 -$2,165 $3,296
$2,345 -$1,565 $1,231
$3,235 -$2,510 $3,220
$1,224 -$2,575 $2,110
$4,325 -$3,165 $4,396
$4,123 -$151 $3,972
$5,123 $1,251 $3,872
$3,456 $4,365 $909
$7,653 -$1,541 $6,112
Month Income
$8,123
$4,652
$2,561
$2,561
$2,345
$3,235
$1,224
$4,325
$4,123
$5,123
$3,456
$7,653
Month Expenses
$21,542
$61,323
$207,135
$357,306
$261,832
$21,542
$61,323
$207,135
$357,306
$261,832
$174,649
$56,919
Date Description Category Amount
     
Total    

Cash Flow

 

Net Income: $9,651

Income: $33,062

Spending: $23,411