Net worth
$159,910
▲ $8,200 (+5.4%) MoM
Jun '25Sep '25Dec '25Mar '26May '26
IRA
Roth YTD$5,500
Traditional YTD$0
Cap (under 50)$7,500
Remaining$2,000
Deadline: Apr 15, 2027
Months of runway
7.2months
Accounts
All Accounts
$159,910
▾ Banking $60,850
▾ Cash & Checking $18,750
Acme Bank Checking$18,750.42
▾ Savings $42,100
Acme Bank Savings$42,100.00
▾ Investments $412,450
▾ Brokerage $312,400
Globex IBKR Brokerage$312,400.00
▾ Retirement $100,050
Globex Roth IRA$58,200.00
Globex Traditional IRA$41,850.00
▾ Liabilities -$313,390
▾ Credit cards -$4,090
Initech Credit Card
-$2,840.15
Wayne Express Card
-$1,250.00
▾ Auto loans -$18,500
Wayne Auto Loan
-$18,500.00
▾ Mortgage -$285,000
Acme Home Mortgage
-$285,000.00
▾ Personal loans -$5,800
Initech Personal Loan
-$5,800.00
Total assets$473,300
Total liabilities-$313,390
Net worth$159,910
Trading
Cash flow
this month
last month
3-mo avg
Housingflat
Groceries↑ 12%
Dining↓ 29%
Transportation↑ 31%
Subscriptionsflat
Healthcare↑ 100%
Entertainment↓ 27%
Other↓ 26%
Savings rate
This month
21.8%
6-mo avg
19.4%
Target: 20%
6-mo trend
Sync status
—
variance vs Simplifi
0 completed parallel month(s) reconciled
Target: ≤2%
30-day trend
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Systems
—
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Payday plan
—
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IRS status
Recurring subscriptions
—/yr
Annualized
Stratosphere Streaming$14.99/mo$180/yr
Initech Cloud Suite$12.99/mo$156/yr
Acme Fitness$39.00/mo$468/yr
Globex News+$9.99/mo$120/yr
Wayne Drive$99/yr$99/yr
Open claims
Tracked property
—
Alexandra's condo — tracked for reference. Not included in your net worth.
Populated live from the monthly RentCast valuation.
Physical gold
—
Anomaly / unusual spend alerts
●HIGH
May 22
-$847.00
new-merchant
Sirius Cybernetics
First-time vendor · 5.6× Groceries avg
◐MED
May 19
-$218.50
z-score 2.8σ
Wayne Restaurants
2.8σ above Restaurants mean ($78, n=42)
Top spending categories
Total
—
Other categories
—
Top merchants
1.Acme Grocery$720
2.Wayne Restaurants$412
3.Initech Fuel$245
4.Acme Pharmacy$180
5.Stratosphere Streaming$14.99
Recent transactions
May 21Acme GroceryGroceries-$82.40
May 20Initech FuelTransportation-$55.00
May 20Wayne RestaurantsDining-$42.18
May 19Acme GroceryGroceries-$68.90
May 18Stratosphere StreamingSubscriptions-$14.99
May 17Globex PayrollIncome+$4,250.00
May 16Acme PharmacyHealthcare-$42.18
May 15Globex News+Subscriptions-$9.99