Net worth
$126,480↑ 4.2% from last month
OVERVIEW / DASHBOARD
July 2026 ⌄
TUESDAY, JULY 15
Good morning, Jordan ✦
Here’s how your money is looking this month.
Cash available
$5,842↑ $610 since last payday
Budget health
82/100Looking healthy — keep it up!
Emergency fund
$8,25055% of your $15,000 goal
Income & expenses
Cash flow this month
Income Expenses
$6k$4k$2k$0
Spending by category
July 1 – 15
$2,478spent
Coming up
Next 7 days
For your attention
3 newDining is nearly at its limit
$366 of $400 spent this month
Payday is in 4 days
Your next deposit is estimated at $2,850
You’re halfway to your emergency goal
Keep your $500 monthly contribution going
MONEY IN MOTION
Transactions
Add, review, and categorize your everyday spending.
| DATE | MERCHANT | CATEGORY | ACCOUNT | AMOUNT | NOTES |
|---|
JULY 2026
Monthly budget
Track your plan, then add transactions as you spend.
Monthly income$5,700
Planned spending$4,350
Left to assign$1,350
| CATEGORY | BUDGET | SPENT | REMAINING | PROGRESS |
|---|
Monthly transactions
Edit a transaction and your budget totals update automatically.
| DATE | MERCHANT | CATEGORY | ACCOUNT | AMOUNT | NOTES |
|---|
NEXT PAYDAY · JULY 19
Paycheck planner
Give every dollar of your next paycheck a job.
Expected paycheck$2,850.00Bi-weekly · Main paycheck
Safe to spend$714.00after planned allocations
STAY AHEAD
Bills
Your recurring expenses, all in one calm place.
YOUR FUTURE
Goals
Small, consistent progress turns plans into reality.
THOUGHTFUL SPENDING
Wish list
Keep the things you want in view without impulse buys.
PRIVATE FINANCIAL GUIDANCE
Haven Coach ✦
Ask practical spending questions using the budget you have already built.
✦
Your budget, explained clearly
Coach looks at a summarized picture of Haven—not account numbers, merchant names, notes, or bank credentials—and never makes changes for you.
Haven Coach
Hi! Ask me about spending, bills, your plan, or your savings goals. I will explain my answer using the numbers Haven has saved.
Coach is for budgeting education—not tax, legal, or investment advice. Always use your own judgment for important money decisions.
YOUR MONEY
Accounts
A clear picture of every account and balance.
Total net worth$126,480
LONG-TERM GROWTH
Investments
Build wealth steadily, one contribution at a time.
Investment connections import live account value and holdings. Investment activity is kept off by default.
401(k)
$67,400+ $12,000 contributed this year
Fidelity account
$24,180+ $4,800 contributed this year
Growth projection
$245,000Estimated value in 10 years at 7% return.
THE BIG PICTURE
Net worth
A monthly view of the wealth you’re building.
Current net worth$126,480
↑ $5,100 this year
MAKE IT YOURS
Settings
Customize the pieces that make Haven work for you.