Reports & Analytics
Visualize your financial health and spending patterns
Total Income
R 360 000,00
+5% from last year
Total Expenses
R 282 850,00
-8% from last year
Total Savings
R 77 150,00
Emergency fund goal: R100,000
Avg Monthly
R 35 356,00
Based on 8 months
Monthly Trend
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Income
Expenses
Expense Breakdown
R 38 500,00
Total Budget
Bond Repayment35%
Groceries17%
Insurance10%
Medical Aid13%
Electricity7%
Transport9%
Top Expenses
1
FNB Bond Payment
Bond Repayment
R 12 000,00
Stable
2
Discovery Medical Aid
Medical Aid
R 4 500,00
Increased
3
Santam Insurance
Insurance
R 3 500,00
Stable
4
Transport (Fuel + Uber)
Transport
R 3 000,00
Decreased
5
Eskom Electricity
Electricity
R 2 500,00
Increased
AI Insights
Spending Decreased
-12%Your total spending decreased by 12% compared to last month. Great job!
Grocery Budget Alert
70%You've used 70% of your grocery budget with 2 weeks remaining.
Savings Goal Progress
68%You're on track to reach your emergency fund goal by December 2026.
Emergency Fund Goal
You're making great progress towards your R100,000 goal!
R 68 000,00
of R 100 000,00 goal
68% completeEst. completion: December 2026