Balance trend$60.00
Ledger
Saved
HSA cashback
Health
+$25.00
Saved
Lunch coupon
Dining
+$19.80
Overspent
Iced latte
Coffee
-$6.50
Saved
Store loyalty rebate
Grocery
+$31.00
Sold
Trim VOO
VOOSold 0.05 sh @ $560.00 · ETF
+$28.00
Saved
Price match refund
Electronics
+$12.25
Overspent
Concert merch impulse
Entertainment
-$28.00
Saved
Airline credit match
Other
+$45.00
Invested
VOO DCA
VOO0.12 sh @ $516.67 · ETF
+$62.00
Overspent
Second espresso
Coffee
-$9.00
Saved
Transit credit
Transport
+$15.00
Saved
Cashback on groceries
Grocery
+$22.50
Overspent
Dinner I didn't budget
Dining
-$14.50
Invested
VOO DCA
VOO0.15 sh @ $500.00 · ETF
+$75.00
Saved
Annual plan discount
Subscription
+$18.00
Saved
Happy hour credit
Dining
+$36.00
Overspent
Latte I didn't plan
Coffee
-$7.25
Saved
Coupon at Whole Foods
Grocery
+$48.00
Available to invest
$98.30
Saved − overspent − buys + sells
Realized P/L +$3.00
Saved
$272.55
Overspent
$65.25
Invested
$112.00
Sold
$28.00
Categories
Total$272.55
| Category | Amount | Share | Entries |
|---|---|---|---|
Grocery | $101.50 | 37.2% | 3 |
Dining | $55.80 | 20.5% | 2 |
Other | $45.00 | 16.5% | 1 |
Health | $25.00 | 9.2% | 1 |
Subscription | $18.00 | 6.6% | 1 |
Transport | $15.00 | 5.5% | 1 |
Electronics | $12.25 | 4.5% | 1 |
| Total | $272.55 | 100% | 10 |
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