Accounts
- All accounts$84,312.90
- Banking$5,214.75
- Checking$5,214.75
- Dana Reyes Checking$5,214.75
- Reserved for bills$1,860.00
- Available balance$3,354.75
- Investments$41,098.15
- Brokerage$41,098.15
- Broad Index Portfolio$41,098.15
- Assets$1,240,000.00
- Real estate$1,240,000.00
- 814 Foxglove Ln, Corvallis, OR$1,240,000.00
- Liabilities−$1,202,000.00
- Home loan−$1,202,000.00
- Cascade 30-yr fixed−$1,202,000.00
Hello, Dana 👋
Net worth
$84,312.90
+$12,486.30 (17.4%)
12-month change
$120K$80K$40K$0
Jun 24Sep 24Dec 24Mar 25May 25
Recent transactions
$1,842.65 spent from Monday to today
FB
Fernway Books
Books & media
$22.60
May 5
CH
Cascade Home Loan
Split
$1,760.00
May 5
GH
Greenhollow Market
Groceries
$60.05
May 4
Upcoming bills
3 due in the next 14 days
Cascade home loanMay 12$1,760.00
Willow Grid EnergyMay 14$137.42
Tidewater InternetMay 18$64.99
Income
Recent 6 months
$38,214.00total received
Spending
Recent 6 months
$26,907.45total spent