Today (Feb 2026)
$371,580 Cash 131k · Inv 241k
Year end (Dec 2026)
$420,000 Cash 179k · Inv 241k
12 months (Feb 2027)
$421,200 Cash 180k · Inv 241k
Chase balance -4,200
Amex trending +110/mo
Income stale 14mo
Ending Balance
Cash Checking
131,200Jan
130,580Feb
125,400Mar
Updated now · Plaid
Investment
243,000Jan
241,000Feb
241,000Mar
Updated now · Plaid
Income
Salary G
8,200Jan
8,200Feb
8,200Mar
14mo · Manual
Salary L
6,100Jan
6,100Feb
6,100Mar
14mo · Manual
Investment Transfers
401k G
1,200Jan
1,200Feb
1,200Mar
2mo · Manual
Brokerage
500Jan
500Feb
500Mar
2mo · Manual
Cash Expenses
Rent
2,800Jan
2,800Feb
2,800Mar
3mo · Manual
Internet
120Jan
120Feb
120Mar
6mo · Manual
Electric
140Jan
180Feb
160Mar
Now · Manual
Groceries
1,100Jan
1,200Feb
1,200Mar
1mo · Manual
Credit Card Expenses
Amex Recurring
2,100Jan
2,200Feb
2,300Mar
Now · Plaid
Chase Recurring
1,600Jan
1,800Feb
1,800Mar
Now · Plaid