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Valley
Free Plan

Good morning, Valley 👋

Saturday, April 18 · Here's your full financial picture

Net Worth
$4,749.50
Total Assets
$5,227.50
Total Debt
−$478.00
April Income
+$1,644
Your Accounts
Chase Checking
Checking ···4821
🏧
$1,987.00
Ally Savings
Savings ···9302
🏦
$3,240.50
Chase Sapphire
Credit Card ···7743
💳
−$478.00
Due Apr 20Min $35
10% of $5,000 limit

April spending

$6,066.35
Spent so far
Income
Off
2k
4k
5k
7k
$6.1k
Nov
Dec
Jan
Feb
Mar
Apr
Spending
$6,066.35
Average spending$5,194.00

April spending by category

Category
Amount
%
Health & Wellness
$2,361.69
39%
Home
$1,595.00
26%
Bills & Utilities
$1,315.61
22%
Groceries
$466.42
8%
Food & Drink
$108.01
2%
Personal
$92.68
2%
Entertainment
$62.74
1%
Gas
$49.49
0.8%
Shopping
$14.71
0.2%
Total$6066April
Hover to explore

April Budgets

$3,144
+$501 left
of $3,645 budget✓ All on track
🏠
Housing & Rent
$1,595
/ $1,595
🥑
Groceries
$284
/ $400
📋
Bills & Utilities
$478
/ $500
🚗
Transportation
$45
/ $150
🔄
Subscriptions
$160
/ $200
🎬
Entertainment
$24
/ $80
🏥
Healthcare
$28
/ $60
🛡️
Insurance
$139
/ $150
🛍️
Shopping
$63
/ $100
☕
Coffee & Cafe
$48
/ $50
💇
Personal Care
$30
/ $60
🐷
Savings
$250
/ $300

Recent Transactions

↑
Blair — Organizing
Apr 16Income
+$360.00
↓
Whole Foods Market
Apr 16Groceries
−$84.32
↓
T-Mobile
Apr 15Bills
−$166.49
↑
Monette — Dog Sit
Apr 16Income
+$225.00
↓
Ally Savings
Apr 20Savings
−$100.00
Credit Card
Chase Sapphire ···7743
💳
Balance Due
$478.00
Due Date
Apr 20
Min Payment
$35
Recent Purchases
Comcast
Apr 14
−$144.83
State Farm
Apr 13
−$138.56
YouTube Premium
Apr 12
−$13.99
Amazon Prime
Apr 10
−$3.28
Crunchyroll
Apr 9
−$10.38
✦
AI Advisor

Your rent is 54% of this month's income. CC autopay hits in 2 days — you have enough. Redirect $200 from dining to savings and you'll hit your emergency fund by August.