Taskforge

Total Balance

$24,250.00

▲

8.5% vs last month

Income

$8,420.00

0%

Expenses

$4,680.00

0%

Savings

$3,740.00

0%

Entity Management Table

Account

Type

Balance

Status

C

Chase Checking

Checking Account •••• 4521

Cash

$4,250.00

Synced
B

Bank of America Savings

Savings Account •••• 7890

Cash

$8,200.00

Synced
W

Wells Fargo Credit Card

Credit Card •••• 1234

Credit Card

-$2,450.00

Synced
A

AMEX Platinum

Credit Card •••• 5678

Credit Card

-$1,930.00

Synced
R

Robinhood Brokerage

Investment •••• 2468

Investment

$5,240.00

Synced
V

Vanguard IRA

Retirement •••• 1357

Investment

$2,180.00

Synced
P

PayPal Wallet

Digital Wallet •••• 8642

Cash

$320.00

Synced

Account Health

92%

Excellent

All accounts synced

No issues detected

Keep it up! Your financial health looks great.

Activity Timeline List

C

Chase Checking

Synced successfully

2 min ago

WF

Wells Fargo Credit Card

Payment of $250.00

1 hr ago

R

Robinhood Brokerage

Dividend received

3 hrs ago

B

Bank of America Savings

Interest earned

1 day ago

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