💵
Personal Finance
Budget tracking · Cash flow · Forecasting · Miles' desk
March 2026
📊 Demo data active — connect Credit Karma or drop a CSV in
~/clawd/data/finance/imports/ to load real transactions💎
$187,450
Net Worth
+$550 this month
💚
$12,800
Monthly Income
Agilent + UIowa + consulting
🔴
$5,760
Monthly Spend
vs $7,650 budget
📈
55.0%
Savings Rate
Target: ≥30%
🗂️ Spending by Category
🏠 Housing$2,400 / $2,400 ✓$0 left
🍔 Food$1,080 / $950 ↑$130
🚗 Transport$380 / $600 ✓$220 left
🎬 Entertainment$310 / $300 ↑$10
🛍️ Shopping$740 / $500 ↑$240
💡 Utilities$285 / $300 ✓$15 left
🏥 Health$145 / $200 ✓$55 left
👧 Kids$420 / $400 ↑$20
🧾 Recent Transactions
| Date | Merchant | Category | Amount |
|---|---|---|---|
| Mar 5 | Hy-Vee Tiffin | Food | -$142 |
| Mar 4 | Meeker Mortgage | Housing | -$2,400 |
| Mar 4 | Shell Gas Station | Transport | -$58 |
| Mar 3 | Amazon.com | Shopping | -$90 |
| Mar 3 | Agilent Direct Dep | Income | +$4,267 |
| Mar 2 | Pizza Ranch | Food | -$48 |
| Mar 2 | Ellie Dance Studio | Kids | -$120 |
| Mar 1 | Target | Shopping | -$135 |
| Feb 28 | MidWestOne Util | Utilities | -$142 |
| Feb 27 | UIowa Teaching | Income | +$1,233 |
📈 Monthly Trend
Oct
Nov
Dec
Jan
Feb
Mar
■ Income■ Spend
💎 Net Worth Timeline
$182k
Oct
$184k
Nov
$184k
Dec
$186k
Jan
$187k
Feb
$187k
Mar
🔮 3-Month Spend Forecast
🏠 Housing$2,520/mo ↑$120
🍔 Food$1,134/mo ↑$184
🚗 Transport$399/mo ✓
🎬 Entertainment$326/mo ↑$26
🛍️ Shopping$777/mo ↑$277
💡 Utilities$299/mo ✓
Based on Mar actuals × 1.05 growth rate
🧮
Miles Grant, CPA
Personal Finance Advisor · Works with Vega on the big picture
● Online
MilesMorning. Your food budget is 14% over this month and shopping's at 148%. Want to talk about it, or should I just send you the receipt breakdown?