Spending Overview
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Income
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Fixed (Red)
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committed
Discretionary (Yellow)
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variable spending
Monthly Savings
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income - red - yellow
Savings Rate
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% of income saved
Income
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Expenses
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Net Worth Snapshot
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Business P&L — This Month
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Where We Overspent
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🏦 Reserves
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to
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Manage Categories
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Manage Accounts
Connected institutions via Teller
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Stoplight Trends
Monthly spending by bucket
Fixed Commitments Discretionary Spending Income Monthly Savings
Investment Portfolio
Track investments, distributions, and valuations
Total Invested
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Total Distributions
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Portfolio Value
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ROI
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Investments
Income Dashboard
Personal · Family Finance OS
Monthly Points
0 / 20
$0
total income
Operations
0
Generosity
2.0
Tax (30%)
$0
HELOC Portfolio
Private lending · Net spread analysis
Spending Tracker
Personal · Monarch CSV Import
Uncategorized: 0
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Year at a Glance
2026 · Income & Spending Grid