Overview

Welcome to Mint

Your personal finance companion for smarter money management.

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Total Balance

$24,563.00

+2.5% from last month

Monthly Income

$8,350.00

+5.2% from last month

Monthly Expenses

$4,250.00

-1.8% from last month

Savings Rate

49.1%

+3.1% from last month

Spending Overview

Income vs Expenses

Recent Transactions

View All

Date	Description	Category	Amount
Dec 15, 2023	Grocery Store	Food	- 56.85
Dec 14, 2023	Salary Deposit	Income	+$4,175.00
Dec 14, 2023	Electric Bill	Utilities	-$85.00

Date Range

Date	Description	Category	Type	Amount	Actions
Dec 15, 2023	Grocery Store	Food	Expense	- 56.85
Dec 14, 2023	Salary Deposit	Income	Income	+$4,175.00

Monthly Budget - December 2023

Track and manage your spending limits across categories

Total Monthly Budget

$5,000.00

Spent: $3,250.00 • ,750.00 left

Overall Progress

65% of budget used

Days Remaining

Average daily budget: 09.38

Housing

Rent, utilities, maintenance

,500 / $2,000

$500 remaining

Food & Dining

Groceries, restaurants, delivery

$800 / ,000

$200 remaining

Transportation

Gas, public transit, maintenance

$450 / $600

50 remaining

Budget Tips

You're under budget in Transportation! Consider saving the extra money.
Food spending is approaching the limit. Try meal planning to reduce costs.

Portfolio Value

45,632.89

+12.5% YTD

Today's Change

+$892.45

+0.61% today

Cash Balance

2,458.32

Quick Actions

Portfolio Performance

Holdings

Symbol	Name	Shares	Avg Price	Current Price	Market Value	Return
AAPL	Apple Inc.	25	42.32	69.85	$4,246.25	+19.3%
MSFT	Microsoft Corp.	15	$285.45	$332.58	$4,988.70	+16.5%
GOOGL	Alphabet Inc.	10	$2,156.78	$2,345.92	$23,459.20	+8.8%

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Financial Goals

Track and manage your financial objectives

Emergency Fund

On Track

Progress 5,000 / $20,000

Target Date June 2024

House Down Payment

In Progress

Progress $35,000 / 00,000

Target Date December 2025

Retirement

Long Term

Progress $250,000 / ,000,000

Target Date 2045

Goal Breakdown

Goal Name	Target Amount	Current Amount	Monthly Contribution	Target Date	Status	Actions
Emergency Fund	$20,000	5,000	$500	June 2024	On Track

Goal Setting Tips

Set SMART goals: Specific, Measurable, Achievable, Relevant, and Time-bound
Break down large goals into smaller, manageable milestones
Regularly review and adjust your goals based on life changes and progress

Financial Reports

Generate and analyze your financial data

Report Type