FinanceOSSample dataSample
ShareUse your own NotionConnect
DashboardDashboardHomeAccountsAccountsAcctsIncomeIncomeIncomeExpensesExpensesSpendInvestmentsInvestmentsInvestSavingsSavingsSaveLoansLoansLoansGoals & WishlistGoalsGoalsResources & NotesResourcesNotes

Dashboard

Money report
May26Jun26Jul26Aug26Sep26
Net worth
$47,085
Money in, July
$5,295
Money out
$2,469
Left over
+$2,827

Balance sheet

today
What you have
Accounts$22,655Savings accounts$11,450Investment accounts$47,407
Total$81,512
What you owe
Student loan$20,398Car loan$14,029
Total$34,427
Net worth$47,085

The month

July 2026
In$5,295
Out$2,469
Rent59%Groceries13%Dining out9%Utilities6%Transport5%Shopping4%Health & fitness3%Subscriptions1%Business tools1%

Spending days

Calendar
MTWTFSS12345678910111213141516171819202122232425262728293031

Six months

in and out
Analyse
Feb
Mar
Apr
May
Jun
Jul
In Out

Budgets

0 spent out
All
Rent$50.00 left$1,450 of $1,500
Dining out$27.87 left$212.13 of $240.00
Utilities$47.08 left$142.92 of $190.00
Transport$56.12 left$123.88 of $180.00

Goals

All
Emergency fund: six months54%$6,450 of $12,000Japan in spring 202748%$2,400 of $5,000Car down payment43%$2,600 of $6,000

Latest records

Jul26Index fund dividendIncome+$102.33Jul25Sushi nightExpense−$18.83Jul23Train ticketExpense−$24.24Jul20iCloud+Expense−$2.99Jul20Lunch with SamExpense−$46.84Jul20PlantsExpense−$74.88Jul19Whole FoodsExpense−$54.21Jul19Physio sessionExpense−$28.13
Investments$47,407▲ $10,600 · 28.8%9 positions