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Good morning, Avery

Here's your financial picture for November 2026.

Cash balance

$33,283

across 4 accounts

Investments

$36,541

brokerage & retirement

Liabilities

$1,286

cards & loans

Spent this month

$2,397

6.5%vs last month

Cash flow

Income vs spending, last 6 months · saving 53% of income

IncomeSpending

Where November went

Top categories this month

  • Housing

    89.7% of spending

    $2,150.00

  • Groceries

    6% of spending

    $144.34

    +$42.69 vs last mo

  • Shopping

    2.6% of spending

    $61.24

  • Gas & Fuel

    1.7% of spending

    $41.54

Budgets

Manage

Groceries

$144 / $550

On track

$406 left

Shopping

$61 / $400

On track

$339 left

Eating out

$0 / $320

On track

$320 left

Transport

$0 / $180

On track

$180 left

Fun money

$0 / $150

On track

$150 left

Coffee

$0 / $80

On track

$80 left

Recent transactions

View all
  • Meridian Labs payroll

    Salary

    +$4,650.00

    today

  • Rent — Alder St. Apartments

    Housing

    −$2,150.00

    today

  • Whole Foods

    Groceries

    −$144.34

    today

  • Costco Gas

    Gas & Fuel

    −$41.54

    today

  • Target

    Shopping

    −$61.24

    today

Split expenses

Settle up

You owe

$48.00

You receive

$480.00

Net

$432.00

2 pending splits

Upcoming bills

All activity
  • Electric & gas

    Due in 4 days · Utilities

    $128.00

  • Internet

    Due in 7 days · Utilities

    $68.00

  • Car insurance

    Due in 11 days · Transportation

    $142.00

  • Rent

    Due in 30 days · Housing

    $2,150.00

Savings goals

All goals

Emergency fund

Jul 1

$15,200 of $20,000 · 76%

Japan trip

May 1

$3,890 of $6,500 · 60%

New MacBook

Feb 1

$1,750 of $2,400 · 73%

House down payment

Nov 1

$31,500 of $90,000 · 35%

Accounts

Manage

Chase

Everyday Checking ••4832

$8,420.55

Marcus

High-Yield Savings ••7719

$24,862.11

Chase

Sapphire Preferred ••0341

-$1,286.40

Fidelity

Brokerage ••2208

$36,540.87