Auto-allocated savings (already happening)
Pre-tax retirement
$375/mo
7.9% of budgetable · → Retirement
Roth contributions
$0/mo
0.0% of budgetable · → Retirement
HSA contributions
$0/mo
0.0% of budgetable · → HSA
Needs
$2,900/mo · 60.9%| Category | Monthly | Route to | |
|---|---|---|---|
| Total | $2,900 | $0 left to allocate | |
Wants
$900/mo · 18.9%| Category | Monthly | Route to | |
|---|---|---|---|
| Total | $900 | $0 left to allocate | |
Additional savings goals
Sum: $700 /mo| Category | Monthly | Route to | |
|---|---|---|---|
| Total | $700 | $0 left to allocate | |
Life Goals Planning
Plan for major life events. Each goal can use its own projected return rate (defaults to 4%).
No life goals yet. Add a home purchase, child, education fund, or major expense above.
Cash flow summary
Budgetable income
$4,760
Needs spend
$2,900
Wants spend
$900
Total savings
$1,075
Leftover sweep
$0/mo→
Where every dollar goes