Current Net Worth
$109,200
+$2,265 (+2.12%) MoM
Monthly Net Cash Flow
+$3,265
From $6,800 monthly income
Total Monthly Expenses
$3,535
Rent $2,100 + Living $1,435
Savings Rate
48.0%
$3,265 unallocated surplus
Goal Horizon ($250k)
5.2 Years
At $1,800/mo & 7.5% return
Net Worth Progression & MoM % Growth
Interactive Dual-AxisAsset vs Debt Composition
2026-08Asset Accounts (What You Own)
$125,550Debt Accounts (What You Owe)
$16,350Income Sources
$6,800Monthly Expense Buckets
$3,535Live Bank & Credit Card Statement Stager
Privacy Safe: 100% Client-SidePaste raw statements or CSV lines from Chase, Amex, Apple Card, or local bank statements. Eric Romano noted automated bank categorization often fails; staging transactions locally lets you categorize cleanly into user accounts with one click.
No staged transactions currently in buffer. Paste statement lines above and click "Stage Statement Rows".
Compound Interest & Net Worth Projection Model
Dynamic Variance ConeSimulate how your current net worth scales over time with scheduled monthly savings, investment compounding, and optimistic/pessimistic market variance bands.
Multi-Month Transaction Ledger
| Date | Account | Classification | Description | Amount | Actions |
|---|
5-Account Architecture Management
Custom Category BucketsDefine custom buckets across Eric's 5 core types: Assets, Debts, Income, Expenses, and Miscellaneous. Net worth = Assets - Debts. Cash flow = Income - Expenses.
| Account Bucket | Type | Current Balance (2026-08) | Status | Action |
|---|