Seeklient
CompassDashboard

Net Worth

$-6.1k

+$4.2k vs last month

Cash & Bank

$83,032.4

across 3 accounts

Invested

$214.2k

+8.2% YTD

Spent this month

$3,486.92

of $4,500 budget

This Month at a Glance

May 2025

Saved + Invested · $3,700

Income

$8,420

Spent

$3,486.92

Saved

$2,200

Invested

$1,500

Recent Transactions

Whole Foods Market

Amex Platinum · Today

Groceries$84.20

Salary deposit · Acme Co.

Chase Checking · Today

Income+$8,420.00

Shell Gas Station

Apple Card · Yesterday

Transportation$52.40

Netflix

Apple Card · Yesterday

Subscriptions$15.99

Rent · Sunset Apts

Chase Checking · May 5

Housing$2,400.00

Trader Joe's

Amex Platinum · May 5

Groceries$48.30

Upcoming

May

7

Dentist · Dr. Patel cleaning

9:00 AMHealth

May

7

Team meeting · Q2 review

2:00 PMWork

May

8

Yoga class · Equinox

10:00 AMHealth

May

9

Dinner with parents

7:00 PMSocial

Bills due soon

Netflix

May 12

$15.99

Spotify

May 14

$11.99

ChatGPT Plus

May 18

$20.00

iCloud+ 2 TB

May 8

$9.99