Organization

Acme Corporation

FY 2025 · USD

Andrew Forbist
AF
📶
Andrew Forbist
Balance Amount
$562,000
EXP 11/29 • CVV 323

Cashflow

Total Balance $562,000
Income
Expense
Total Income
$78,000
+1.78%
Total Expense
$45,200
-2.1%
Total Savings
$32,800
+5.2%

Daily Limit

$2,500.00 spent of $20,000.00
12.5% used

Saving Plans

Total Savings $84,500
Emergency Fund
Target $10,000
$7,500
75%
Vacation Fund
Target $5,000
$3,200
64%
Home Down Payment
Target $50,000
$15,800
32%

Recent Transactions

Transaction NameDate & TimeAmountNoteStatus
Electricity BillToday, 2:30 PM-$120.00Monthly utilityCompleted
Weekly GroceriesYesterday, 4:15 PM-$85.50SupermarketPending
Coffee ShopYesterday, 10:30 AM-$12.50Morning coffeeFailed

Statistic

Income ($4,800)
Expense ($3,500)
Total Expense
$3,500
Rent & Living
60% $2,100
Food & Dining
25% $875
Transportation
15% $525

Recent Activity

Today
AF
Payment received from John Doe
2 hours ago
JD
Invoice #INV-001 created
4 hours ago
Yesterday
SM
Expense report submitted
1 day ago
AL
Bank reconciliation completed
1 day ago