Account Overview
Welcome back, John! Here's your financial summary.
Checking Account
**** **** **** 4829
$24,562.80
↑ +$1,234.50 this month
High-Yield Savings
**** **** **** 7512
$89,234.19
↑ +$892.34 this month (4.2% APY)
Investment Portfolio
**** **** **** 3928
$156,789.00
↓ -$2,156.30 (-1.4%)
Credit Card
**** **** **** 8462
-$3,245.67
↑ +$456.23 spending
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Monthly Spending Trend
JulAugSepOctNovDec
Spending by Category
Housing
$2,400
(38%)
Food & Dining
$1,200
(19%)
Transportation
$850
(13%)
Entertainment
$650
(10%)
Utilities
$420
(7%)
Other
$830
(13%)
Recent Transactions
View All →| Transaction | Date | Category | Amount | Status |
|---|---|---|---|---|
| Salary Deposit - Acme Corp | Jan 15, 2024 | Income | +$5,250.00 | Completed |
| Whole Foods Market | Jan 14, 2024 | Groceries | -$156.42 | Completed |
| Electric Company - Monthly Bill | Jan 13, 2024 | Utilities | -$124.80 | Pending |
| Transfer to Savings | Jan 12, 2024 | Transfer | -$1,000.00 | Completed |
| Starbucks Coffee | Jan 11, 2024 | Dining Out | -$6.45 | Completed |
| Freelance Payment - Client XYZ | Jan 10, 2024 | Income | +$1,800.00 | Completed |