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Finance Tracker
Personal Budget Dashboard
Overview
Expenses
Income
Investments
Projections
⚙ Settings
Monthly Income vs Expenses
Net Cash Flow by Month
Monthly Status
Expense Breakdown
Top Expenses
Income Sources
Income Allocation
MONTHLY SURPLUS
Portfolio Allocation
Growth Projection
Investment Accounts
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Retirement Projection
Cash on Hand
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Name
Monthly Amount ($)
Use negative for costs within an income category (e.g. rental mortgage)
Category
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Add Category
Name
Type
Expense
Income
Color
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Add Investment Account
Account Name
Account Type
401(k)
Roth IRA
Traditional IRA
Brokerage
HSA
529 Plan
Other
Current Balance ($)
Monthly Contribution ($)
Expected Annual Return (%)
e.g. 7 for 7%. Used for projections.
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