FinanceOSSample dataSample
ShareUse your own NotionConnect
DashboardDashboardHomeAccountsAccountsAcctsIncomeIncomeIncomeExpensesExpensesSpendInvestmentsInvestmentsInvestSavingsSavingsSaveLoansLoansLoansGoals & WishlistGoalsGoalsResources & NotesResourcesNotes

Dashboard

Money report
Aug26Sep26Oct26Nov26Dec26
Net worth
$47,085
Money in, October
$5,498
Money out
$2,614
Left over
+$2,884

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

68% gone
In$5,498
Out$2,614
Rent55%Groceries14%Shopping10%Dining out7%Utilities6%Transport4%Health & fitness3%Subscriptions1%Business tools1%

Spending days

Calendar
MTWTFSS12345678910111213141516171819202122232425262728293031

Six months

in and out
Analyse
May
Jun
Jul
Aug
Sep
Oct
In Out

Budgets

0 spent out
All
Rent$50.00 left$1,450 of $1,500
Shopping$27.32 left$252.68 of $280.00
Utilities$33.24 left$156.76 of $190.00
Dining out$62.03 left$177.97 of $240.00

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

Oct20iCloud+Expense−$2.99Oct20Lunch with SamExpense−$33.07Oct20Desk lampExpense−$133.89Oct19Farmers marketExpense−$108.94Oct19Physio sessionExpense−$35.31Oct17UberExpense−$15.32Oct15FigmaExpense−$15.00Oct15Farmers marketExpense−$47.54
Investments$47,407▲ $10,600 · 28.8%9 positions