Analytics

Spending by Category

Current period — donut chart

Income vs Expenses

All months — bar chart

Category Progress

Spent vs limit · current period

Spending Trend

Monthly dynamics — line chart

Income Distribution

Expenses / Savings / Balance

Active Debts

By amount — horizontal bar

Budget Structure

Current month — stacked bar

Savings Rate by Month

% of income remaining after expenses

Spending Forecast

OLS regression trend + 3-month projection with 95% prediction interval

Cumulative Net Savings

Running total of monthly remaining vs savings goal

Budget Adherence

Spent % of income · green line = max spend keeping savings goal

Monthly Net Surplus / Deficit

Income minus expenses per month · dashed = average

Financial Independence (FIRE)

Portfolio growth at 3 return rates · red line = FI Number (25× annual expenses, 4% rule)

Compound Interest Power

Monthly savings at 0% / 4% / 7% / 10% annual return over 30 years

Gross / Net / Tax

Gross vs Net income, tax paid by month

Inflation Trends

10-year annual inflation % · World Bank data

Overall Financial Overview

All metrics combined across all months