Personal Finance (Dashboard 1)

Month: June 2025

Net Worth

$185,200.00

+1.2% this month

Current Balance

$7,500.00

Available across accounts

Monthly Income

$4,800.00

Expected: $5,000

Monthly Expenses

$2,150.00

Budgeted: $2,500

Income vs. Expenses (Last 6 Months)

Bar Chart Placeholder

Spending by Category

Pie Chart Placeholder

Housing: $900
Food: $450
Transportation: $250
Entertainment: $150
Other: $400

Budget Progress

Groceries

$200 / $300 (66%)
Utilities

$100 / $100 (100%) Over budget!
Dining Out

$50 / $150 (33%)

Recent Transactions

Date	Description	Amount	Category
Jun 12	Coffee Shop	-$5.50	Food
Jun 11	Salary	+$2400.00	Income
Jun 10	Online Subscription	-$12.99	Subscriptions
Jun 09	Grocery Store	-$75.20	Groceries

Personal Finance (Dashboard 2)

Total Balance

$18,250.75

Monthly Income

$4,200.00

Monthly Expenses

$3,120.55

Savings

$9,500.00

Expense Breakdown

[Pie Chart Placeholder]

Income vs Expenses

[Line Chart Placeholder]

Recent Transactions

Grocery - Naivas - $45.20
Salary - Equity Bank + $3,500.00
Netflix Subscription - $12.99
Electricity Bill - $88.50

Monthly Budget Overview

Food & Dining$300 / $500

Entertainment$120 / $150

Utilities$220 / $300

Savings Goals

Emergency Fund - $3,500 / $5,000

Vacation Trip - $1,200 / $2,000

Monthly Comparison

June Income$4,000
June Expenses$3,300
May Income$3,800
May Expenses$3,450

⚠️ Overspending Alert!

You've used 95% of your Entertainment budget.

Top Expense Categories

Food & Dining$460.00
Transportation$290.00
Housing$980.00
Health & Fitness$210.00

Overall Financial (Dashboard 3))

Current Balance

$12,450.75

Net Worth

$75,200.50

Savings Goal

$50,000.00

Debt Remaining

$15,800.00

Last Updated: 2025-07-08 14:30 EAT

Income vs. Expenses

Weekly Income/Expense Chart Data Monthly Income/Expense Chart Data (Default) Yearly Income/Expense Chart Data

Income:

Expenses:

Recent Transactions

Date	Description	Category	Amount

No transactions found matching your criteria.

Budget Tracker

Groceries $250 / $400

62.5% spent this month.

Transportation $100 / $150

66.67% spent this month.

Dining Out $70 / $100

70% spent this month.

Health $30 / $50

60% spent this month.

Investment Portfolio

Total Value: $50,000.00

Today's Gain/Loss: $150.20 (+0.3%)

Top Holdings:

AAPL

Apple Inc.

$20,000
MSFT

Microsoft Corp.

$15,000
GOOGL

Alphabet Inc.

$10,000

Upcoming Bills

Netflix Subscription

Due: July 15, 2025

$15.99

Rent Payment

Due: August 1, 2025

$1,200.00

Student Loan

Due: July 20, 2025

$350.00

Gym Membership

Due: July 25, 2025

$40.00

Savings Goals

Down Payment for House $15,000 / $50,000

30% Complete

New Car Fund $5,000 / $15,000

33.33% Complete

Retirement Fund $40,000 / $200,000

20% Complete

Debt Repayment

Credit Card A $2,500 / $5,000

Remaining: $2,500

Personal Loan $7,000 / $10,000

Remaining: $3,000

Quick Actions

Financial Health Score

80^%

Excellent!

Keep up the great work with your finances.

Expense Categories

Expense Category Donut Chart Data

Food (30%)

Utilities (20%)

Transportation (15%)

Shopping (10%)

Entertainment (10%)

Others (15%)

Account Balances

Checking Account

***1234

$5,890.25
Savings Account

***5678

$20,100.50
Credit Card (Visa)

***9012

-$1,250.00
Investment Account

***3456

$50,000.00

Financial Tips & Insights

Tip: Automate Your Savings

Set up automatic transfers to your savings account to consistently reach your financial goals without thinking about it.

Insight: You're doing great on budgeting!

Your current expense tracking shows you are consistently staying within your budget limits. Excellent work!

Alert: High Spending in "Dining Out"

Your "Dining Out" expenses are currently 70% of your budget for this month. Consider cutting back to stay on track.

Personal Finance (Dashboard 4)

Welcome back! Here's your financial overview

Total Balance

5.2% from last month

Monthly Income

12.7% from last month

Monthly Expenses

2.3% from last month

Net Worth

8.1% from last quarter

Spending Analytics

Spending chart visualization for data

Spending Breakdown

Recent Transactions

View All Transactions

Upcoming Bills

Savings Goals

All Transactions

Description	Category	Date	Amount	Status	Actions
				Completed

Showing of transactions

Your Budgets

Spent

Limit

Remaining

Recent Transactions

Select a budget to view details

Investment Portfolio

Total Value

3.2% from last quarter

Best Performer

Tech Stocks

+5.2%

Worst Performer

Crypto

-12.5%

Diversification

Balanced

Moderate risk

Investment	Type	Current Value	Performance	Allocation	Actions

Your Financial Goals

Goals Progress

Goals progress visualization