KobanDemo

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Cash

Home Projects$10,089.10
Jordan's Checking$3,011.56
Cash$714.85
Alex's Checking$3,921.99
Emergency Fund$27,532.39
Household Checking$40,022.66
Vacation Fund$3,400

Credit cards

Travel Rewards Card$465.43
Everyday Rewards Visa$1,720.31

Investments

Alex's Roth IRA$52,368
Joint Brokerage$112,678
Jordan's 403(b)$136,770

Other

Jordan's Student Loan$9,680
Car Loan$13,640
Townhouse Mortgage$278,360

Synced yesterday

15 accounts · 2,219 transactions. Last sync Oct 27, 6:00 PM.

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Dashboard

Synced accounts

Monthly spending

$6,111

6

,

1

1

1

.08

0

8

of $6,520 budgeted

$408.92 left

Spent$6,111.08

Projected$6,903.64

Budget$6,520

Net worth

$86,642

8

6

,

6

4

2

.81

8

1

Net worth

+5.65%

Cash$88,692.55

Credit$2,185.74

Invest$301,816

Transactions to review

Tuesday, Oct 27, 202614to review

Count14

Amount$421.81

SyncedOct 27

Riverside Hospital CaféJordan's Checking 3308

🍽️Food & Dining$9.83

Sunline FuelEveryday Rewards Visa 4242

🚗Transportation$43.79

Lumière SalonJordan's Checking 3308

🏷️Other$67.88

SQ *MAPLE ST MARKETEveryday Rewards Visa 4242

🏷️Other$23.40

StarbucksAlex's Checking 7721

🍽️Food & Dining$6.31

1 - 10 of 14

Top categories

🏠Housing$1,465

$35 left

🧸Childcare$1,420

$30 left

🍽️Food & Dining$1,030.21

$269.79 left

🚗Transportation$477.64

$0 left

🏷️Other$477.16

$0 left

🐾Pets$467.67

$0 left

Insights

Other increased this week

Other was $113.16 higher than the previous seven days.

Pets decreased this week

Pets was $467.67 lower than the previous seven days.

Shopping decreased this week

Shopping was $163.69 lower than the previous seven days.

Next two weeks

Sunline FuelWeekly

Recurring🚗Transportation$46.52

Nov 24

Food Bank of RiversideMonthly

Recurring

🎁Gifts & Giving

$25