Mint
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Total Balance
$24,563.98
+2.3% from last month
Monthly Income
$8,350.00
+5.1% from last month
Monthly Expenses
$4,120.50
+12.5% from last month
Savings
2,093.48
On track to goal
Expenses Breakdown
Income vs Expenses
Recent Transactions
View All| Description | Category | Date | Amount |
|---|---|---|---|
| Grocery Shopping | Food | Jan 15, 2024 | - 56.24 |
| Salary Deposit | Income | Jan 14, 2024 | +$4,175.00 |
| Netflix Subscription | Entertainment | Jan 13, 2024 | - 4.99 |
Transactions
| Date | Description | Category | Account | Amount | Actions |
|---|---|---|---|---|---|
| Jan 15, 2024 | Grocery Shopping | Food | Checking | - 56.24 |
Showing 1 to 10 of 50 entries
Budget Planning
Monthly Budget
January 2024
Spent
$3,240 / $5,000
35% remaining this month
Savings Goal
Yearly
Saved
2,000 / $20,000
On track to reach goal by December
Emergency Fund
Target: 6 months
Saved
5,000 / $30,000
3 months of expenses saved
Budget Categories
Housing
,500 /
,800
Transportation
$400 / $500
Food & Dining
$600 / $800
Entertainment
$200 / $300
Investment Portfolio
Total Value
45,832.67
+8.2% YTD
Total Returns
$23,487.12
+12.4% Overall
Dividends
$3,245.50
Last 12 months
Cash Balance
$5,832.45
Available to invest
Portfolio Performance
Asset Distribution
Top Holdings
AAPL
Apple Inc.
$25,420.30
+2.4%
Financial Goals
Home Down Payment
Target: December 2024
Progress
$45,000 / $80,000
56% of goal reached
Emergency Fund
6 Months Expenses
Progress
5,000 / $30,000
50% of goal reached
Vacation Fund
Target: July 2024
Progress
$3,000 / $5,000
60% of goal reached
Goal Timeline
Monthly Contributions
Home Down Payment
Auto-deposit on 1st
Emergency Fund
Auto-deposit on 15th
Vacation Fund
Auto-deposit on 30th