Accounts

NET WORTH
$687,041.79 $23,542.96 (3.5%) 1 month change
$689K $682.5K $676K $669.5K $663K Nov 6 Nov 8 Nov 10 Nov 12 Nov 14 Nov 16 Nov 18 Nov 20 Nov 24 Nov 30 Dec 6
Cash $1,826.10 (2.9%) 1 month change $65,342.30
CH
Owen's Checking
Checking
$15,234.75
16 hours ago
MS
Joint Savings
Savings
$50,107.55
16 hours ago
Credit Cards $63.03 (-2.2%) 1 month change $2,828.99
CS
Joint Credit Card
Credit Card
$2,828.99
16 hours ago
Investments $10,287.56 (1.9%) 1 month change $542,301.55
FI
Owen's 401k
401(k)
$180,336.73
16 hours ago
VG
Roth IRA
Roth IRA
$98,200.00
16 hours ago
SC
Brokerage
Individual
$263,764.82
16 hours ago
Real Estate $2,100.00 (0.7%) 1 month change $300,625.05
ZL
Primary Residence
Property
$300,625.05
1 month ago
Vehicles $450.00 (-1.2%) 1 month change $20,739.77
KB
2022 Honda Accord
Vehicle
$20,739.77
1 month ago
Loans $1,732.50 1 month change $239,137.89
MG
Mortgage
Mortgage
$218,500.00
16 hours ago
AL
Auto Loan
Auto Loan
$20,637.89
16 hours ago
Summary
Assets $929,008.67
  • Investments $542,301.55
  • Real Estate $300,625.05
  • Cash $65,342.30
  • Vehicles $20,739.77
Liabilities $241,966.88
  • Loans $239,137.89
  • Credit Cards $2,828.99