DEMO DATA— No real financial accounts connected. Fictional concept created for the Digital Elevate portfolio.

Financial Overview

Real-time snapshot of your income, expenses, and savings trajectory for September 2026.

Total Net Worth
$33,889.68
+3.4%vs previous month
Monthly Income
$7,175.00
+2.1%projected inflows
Monthly Expenses
$2,742.68
-4.8%less than last month
Net Savings
$4,432.32
61.8%savings rate achieved

Income vs. Expenses

Interactive comparison of monthly cash inflows vs outflows

Income
Expenses
$0k$3k$5k$8kAprMayJunJulAugSep

Spending Breakdown

Categorical distribution for Sep

View limits
Total Spent$2,742.687 categories
Housing
53%$1,450.00
Groceries
16%$439.30
Shopping
9%$236.95
Dining
8%$213.90
Utilities
7%$193.75

Recent Activity

Latest verified transactions in Sep

View all (22)
Merchant / PayeeCategoryDateAmount
The Olive Table
Dinner out
DiningSep 30, 2026-$54.00
Fresh Basket
Pantry restock
GroceriesSep 29, 2026-$67.30
Cloudnote
Productivity subscription
SubscriptionsSep 28, 2026-$9.99
Juniper Kitchen
Weekend brunch
DiningSep 27, 2026-$64.90
Harbor Market
Weekly groceries
GroceriesSep 25, 2026-$78.60
Cityline Rides
Evening rides
TransportSep 24, 2026-$42.80

Budget Snapshot

Top spending limits this month

Manage
HousingWarning
$1,450.00 / $1,500.00
GroceriesWarning
$439.30 / $500.00
Dining
$213.90 / $300.00
Transport
$137.80 / $200.00
Primary Savings Goal

Emergency fund

Progress towards target65%
Saved $9,750.00Target: $15,000.00
PennyPilot — Take control of your money.
Concept by Digital Elevate · Portfolio Demonstration