Sunday, July 26

Good morning, Patrick.

Here's how your money is working for you.

Insights are up to date

Net worth

$637,490

+$12,420 this month

Cash

$55,020

+$3,840 this month

Investments

$583,150

+2.8% 30-day return

Credit cards

$2,840

-$610 vs. last month

Net cash flow

$4,630 +11.2%

Last 6 months
FebMarAprMayJunJul

July snapshot

37.2% savings rate

Income$12,450
Spending$7,820
Saved$4,630

Ahead of target

You're saving 7.2% more than your monthly goal.

Recent transactions

Latest activity across your accounts

View all
W

Whole Foods Market

Groceries · Sapphire Reserve

-$128

Jul 25

A

Acme Corporation

Income · Everyday Checking

+$6,250

Jul 24

D

Delta Air Lines

Travel · Sapphire Reserve

-$486

Jul 23

V

Vanguard Auto Invest

Investments · Everyday Checking

-$1,200

Jul 22

C

Con Edison

Utilities · Everyday Checking

-$143

Jul 21

Budget pace

$2,308 of $3,300 spent

Manage
Groceries$628 / $900
Dining out$438 / $500
Travel$486 / $1,000
Shopping$612 / $600
Entertainment$144 / $300

Connected accounts

Last synced 2 minutes ago

View accounts

Chase · •4821

Everyday Checking

$12,840

Marcus · •1934

High-Yield Savings

$42,180

Chase · •7720

Sapphire Reserve

-$2,840

Fidelity · •1048

Fidelity 401(k)

$486,400

Fidelity · •8213

Roth IRA

$96,750