Transactions
Track and manage all your financial activities
Recent Transactions
| Description | Category | Amount | Date |
|---|---|---|---|
| Grocery Shopping | Food | - 27.50 | Today |
| Salary Deposit | Income | +$3,200.00 | Yesterday |
| Netflix Subscription | Entertainment | - 5.99 | 2 days ago |
Quick Filters
This Month
Income
$3,200
Expenses
,847
Analytics
Total Income
$8,450
+12% from last month
Total Expenses
$3,240
+8% from last month
Net Balance
$5,210
+15% from last month
Expense Breakdown
Income vs Expenses
Monthly Trend
Top Categories
Food & Dining
$850
Transportation
$450
Shopping
$320
Bills & Utilities
$280
Budgets
Food & Dining
$850 / ,00015% remaining
Transportation
$450 / $50010% remaining
Shopping
$320 / $40020% remaining
Budget Overview
Spending Alerts
Food & Dining
You've spent 85% of your budget
Transportation
You've spent 90% of your budget
Bills & Utilities
You're on track with your budget
Reports
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Quick Reports
Custom Report Generator
Report Templates
Monthly Budget Report
Track budget vs actual spending
Cash Flow Analysis
Income and expense trends
Recent Reports
| Report Name | Date Range | Generated | Actions |
|---|---|---|---|
| June 2024 Summary | Jun 1 - Jun 30 | 2 days ago | |
| Q2 Budget Performance | Apr 1 - Jun 30 | 1 week ago | |
| Category Analysis | Jan 1 - Jun 30 | 2 weeks ago |
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Monthly Reports
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Quick Actions
Connected Accounts
Bank Account
•••• 1234
Credit Card
•••• 5678