Finance Dashboard

Yarik · Complete transaction data from August 2025 through April 2026 · transactions

Net Worth

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Total Debt

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CC + Margin + Auto

Cash + Savings

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Emergency fund target: $10K

Brokerage (net)

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Net of margin debt

Retirement

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401k + IRA + HSA

Avg Monthly Spend

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Savings Rate

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Income minus spending

Progress Toward Goals

Monthly Spending History

Current Focus

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All Transactions

Spending by Category
Category:

Actual spending

Target (dashed)

All Categories

Shopping Breakdown

Debt Over Time

Historical debt balances before April 2026 are estimates based on growth patterns in finance charges. From May 2026 forward, balances will be tracked accurately from your monthly updates.

Current Card Balances

Projected Interest Savings

20-month aggressive paydown (with BT) vs. minimum payments only.

Plan

Full Plan Documents

Net Worth Over Time

Note: Historical values before April 2026 are estimates. Accurate tracking begins May 2026.

Current Breakdown

Net Worth Projection

Assumes 20-month debt payoff + $600/mo auto-investments + ~7% investment returns.

Notes

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