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

9-Month Burn Avg

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Aug 2025 - Apr 2026

Progress Toward Goals

Recent 9 Months

Current Focus (April 2026)

Finish paying off Citi Diamond — $1,582 remaining after today's $3K payment
Execute Discover BT — Move Chase Amazon Prime + Citi Diamond + partial Sapphire
Apply for long-term 0% card — Wells Fargo Reflect, target $16K+ limit, absorb June 3 cliff
Change Robinhood VGT auto-buy to BND — Starts diversification
Delete retail payment methods — Madewell, Abercrombie, Huckberry, REI

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Category Trend
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Actual spending

Target (dashed)

All Discretionary Categories Overlay

Shopping Breakdown Over Time

Total Debt Balance 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.

Debt Breakdown by Card (Current)

Projected Interest Savings

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

Net Worth Over Time

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

Net Worth Composition (Current)

Projection Forward

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

Personal Notes & Annotations

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