01
VVault
MET
Overview

Financial Pulse

Total Income

$8,450.00

+5.2%
Total Expenses

$4,215.00

-2.1%
Net Savings

$4,235.00

+8.3%
Savings Rate

50.1%

INC
Revenue

Income Breakdown

SourceBudgetedActualVariance
Salary$5,200.00$5,200.00+$0.00
Freelance$1,500.00$2,100.00+$600.00
Investments$500.00$750.00+$250.00
Side Hustle$400.00$400.00+$0.00
Total$7,600.00$8,450.00+$850.00
BIL
Obligations

Bills Tracker

BillAmountDuePaid
Rent$1,800.001st
Electricity$95.0010th
Internet$65.0015th
Insurance$120.005th
Phone$55.0020th
NW
Equity
Net Worth$26,500.00

Assets

Checking Account
$4,200.00
Savings Account
$12,000.00
Investment Portfolio
$28,800.00
Total Assets$45,000.00

Liabilities

Credit Card
$1,200.00
Student Loan
$12,000.00
Car Loan
$5,300.00
Total Liabilities$18,500.00
SPD
Allocation

Expense Breakdown

$4,215.00

Total

Housing
$1,800.0042.7%
Food
$620.0014.7%
Transport
$310.007.4%
Shopping
$420.0010.0%
Entertainment
$190.004.5%
Bills
$335.007.9%
Other
$540.0012.8%
TRD
Trends

Income vs Expenses

Jan
Feb
Mar
Apr
May
Jun
Income
Expenses
SVG
Target

Savings Goals

Progress$3,500.00 of $10,000.00
Monthly Income
20%
Side Hustle
15%

65% unallocated

Vault - personal and family budgeting