Demo workspace - sample financial data. Bank connections and sign-in are not enabled yet.
Your overviewGood morning, Alex
Safe to spend
$2,140
Liquid balance
$6,842

Next 30 days, after bills, goals & $1,000 buffer.

View accounts
Debt-free date3 debts

May 2031

34% of original balance repaid4y 8m left
$654/mo fixed; no new charges or rollover.Explore your payoff plan
Forecast

Your cash runway

TodayOct 7Oct 14Oct 21Oct 30
Expected income$6,400 2 deposits
Reserved for bills$4,260 8 obligations
Lowest balance$1,760Oct 18, after Amex
Monthly plan

September spending

On track
$3,386of $4,200 planned

Groceries$612 of $700

87%

Leisure$436 of $600

73%

Transport$288 of $420

69%
Latest activity

Recent transactions

See all
H-E-BGroceries - Capital One
-$84.27
PayrollIncome - RBFCU
+$3,200.00
Austin EnergyUtilities - Amex
-$126.40
Savings goal

Emergency fund

You are 68% of the way to three months of expenses.

$6,840Saved$10,000Goal
Data coverage

5 sample sources in this view

Capital OneAmexDiscoverRBFCUCash App
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