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Smart Financial Dashboard
Automated expense tracking with AI-powered insights
Your accounts are automatically syncing transactions with AI-powered categorization
AM
American Express
•••• 9821
BofA
Bank of America
•••• 5532
Recent Transactions
AI-powered categorization with manual adjustment options
Whole Foods Market
Today • 12:45 PM
Groceries
-$86.42
Shell Gas Station
Yesterday • 5:30 PM
Transportation
-$42.30
Starbucks
Yesterday • 8:15 AM
Dining
-$5.75
Rent Payment
May 1 • Automatic
Housing
-$1,200.00
Monthly Budget
Track your spending against budget goals
Housing
$1,200 / $1,200
Food
$450 / $600
Transportation
$180 / $250
Utilities
$150 / $200
Entertainment
$120 / $150
Budget Summary
Total Budget
$2,400
Total Spent
$2,100
Remaining
$300
Savings Rate
12.5%
Your Savings Goals
Track your progress toward financial milestones
Emergency Fund
$3,000 / $6,000
Vacation Fund
$800 / $2,000
Spending Analysis
Compare your spending patterns over time
AI-Powered Financial Insights
- Your food spending is 15% higher than similar households
- You've reduced entertainment spending by 20% this month
- Your savings rate has improved by 5% over last quarter
- Consider refinancing your mortgage to potentially save $150/month
- Based on your spending patterns, we recommend increasing your emergency fund target by $1,000