DEMO — Not real data. For illustration only.
Last synced today
Personal
$8,420.55
1 account
Northwind Ventures LLC
$47,830.12
1 account
Personal liabilities
Credit cards
-$4,300.52

Cash flow — last 30 days

5.0k2.5k0-2.5k-5.0k04-1604-2104-2605-0105-0605-11

Findings

  • Fees
    Above Average Portfolio Fees
  • Cash
    No Recent Checking Overdrafts
  • Fees
    Low Or No Frequent Checking Account Fees
  • Debt
    Low Debt Relative To Assets
  • Cash
    Cash Sitting Idle

Recent transactions

  • Garden Greens Market
    May 14 · Food/Drink
    -$62.75
  • Pinecrest Subscriptions
    May 13 · Other Expenses
    -$36.17
  • Pacific Student Loan Svcs
    May 12 · Loans
    -$380.00
  • Sunset Park Parking
    May 12 · Transportation
    -$4.49
  • Stellar Cinema
    May 12 · Entertainment
    -$46.37
  • Pacific Student Loan Svcs
    May 12 · Loans
    -$380.00
  • Northbeam Wealth Mgmt
    May 11 · Insurance/Financial
    -$250.96
  • Pinewood Spa
    May 11 · Personal Care
    -$131.94
  • Bluestone Concerts
    May 10 · Entertainment
    -$56.26
  • Bluestone Concerts
    May 10 · Entertainment
    -$56.33