Banking Dashboard

Welcome back, here's your financial overview

Account Balance

$124,850.00

+12.5% from last month

Total Deposits

$89,420.50

+28.3% from last month

Total Withdrawals

$45,280.00

+8.7% from last month

Active Accounts

12,543

+15.2% from last month

Checking Account

Available Balance

$52,450.00

Account Number

**** **** **** 4582

Savings Account

Available Balance

$72,400.00

Account Number

**** **** **** 7893

Credit Card

Credit Limit

$25,000.00

Available: $18,250.00

Card Number

**** **** **** 9321

Balance Trend

Transaction Distribution

Quick Actions

Loan Overview

Home Loan

ID: #HL-2024-001

Loan Amount $250,000.00

Outstanding $198,450.00

Interest Rate 3.5% APR

21% paid off

Car Loan

ID: #CL-2024-002

Loan Amount $35,000.00

Outstanding $15,280.00

Interest Rate 4.2% APR

56% paid off

Personal Loan

ID: #PL-2024-003

Loan Amount $15,000.00

Outstanding $3,250.00

Interest Rate 5.8% APR

78% paid off

Investment Portfolio

Asset Allocation

Stocks $45,230 (45%)

Bonds $30,150 (30%)

Mutual Funds $15,080 (15%)

Cryptocurrency $10,050 (10%)

Total Portfolio Value $100,510

+18.5% YTD Performance

Top Holdings

AAPL

Apple Inc.

150 shares

$18,750

+12.5%

MSFT

Microsoft Corp.

120 shares

$16,440

+8.3%

GOOGL

Alphabet Inc.

85 shares

$14,280

+15.7%

BTC

Bitcoin

0.25 BTC

$10,050

-3.2%

Savings Goals

85%

Vacation Fund

Target: $10,000

$8,500 saved $1,500 to go

42%

Down Payment

Target: $50,000

$21,000 saved $29,000 to go

67%

Education Fund

Target: $30,000

$20,100 saved $9,900 to go

28%

Retirement Fund

Target: $500,000

$140,000 saved $360,000 to go

Bills & Account Activity

Upcoming Bills

View all

Electricity Bill

Due: Jan 25, 2024

$124.50

Overdue

Credit Card Payment

Due: Jan 28, 2024

$2,450.00

Due Soon

Internet Service

Due: Feb 5, 2024

$89.99

Scheduled

Mortgage Payment

Due: Feb 1, 2024

$1,850.00

Auto-Pay

Account Activity & Alerts

View all

Security Alert

New login from Chrome on Windows detected

2 hours ago

Large Transaction

Debit of $5,250.00 from Checking Account

5 hours ago

Low Balance Warning

Savings account balance below $1,000 threshold

1 day ago

Payment Successful

Your credit card payment of $2,450 was processed

2 days ago

Monthly Budget Tracker

Total Monthly Budget

$8,500

January 2026

Spent $6,240

Remaining $2,260

73%

Days Remaining

18 days

Daily Average

$480

Spending by Category

Housing

$2,450 / $2,500 98%

Groceries

$540 / $800 68%

Entertainment

$380 / $500 76%

Utilities

$320 / $400 80%

Transportation

$450 / $600 75%

Other

$2,100 / $3,700 57%

Recent Transactions

View all

Date	Description	Type	Amount
Jan 18	Amazon Purchase	Debit	-$245.99
Jan 17	Salary Deposit	Credit	+$5,250.00
Jan 16	Grocery Store	Debit	-$128.45
Jan 15	Transfer to Savings	Transfer	-$1,000.00
Jan 14	Netflix Subscription	Debit	-$15.99

Frequent Beneficiaries

View all

Sarah Johnson

**** 4582

Michael Davis

**** 7893

Emma Wilson

**** 9321

Robert Brown

**** 1234