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THE WEALTH STRATEGISTOrganize. Plan. Grow.

Free tool

YOUR MONEY DASHBOARD

Edit every number below. Your dashboard saves automatically in this browser — nothing is uploaded anywhere.

Monthly income

$5,400

Take-home pay

Left to allocate

$1,020

Every dollar has a job when this hits $0

Net worth

$26,700

$48,200 assets − $21,500 debts

Savings rate

9%

Aim to nudge this up 1% at a time

MONTHLY PLAN

After taxes and deductions

Rent, utilities, insurance, subscriptions

Groceries, fuel, medications

Emergency fund, goals, investing

Above-minimum payments included

Dining, fun, shopping

$1,020 is unassigned. Give it a job: savings, debt, or a sinking fund.

WHERE THE MONEY GOES

  • Bills$1,850 · 42%
  • Other needs$940 · 21%
  • Savings$500 · 11%
  • Debt payments$450 · 10%
  • Flexible spending$640 · 15%

Total allocated: $4,380

Follow-through

GOALS, BILLS, AND SINKING FUNDS

Edit the amounts you have saved to watch progress move. Sample entries get you started.

SAVINGS GOALS

  • / $2,000

    78% funded

  • / $1,500

    45% funded

  • / $900

    22% funded

UPCOMING BILLS

  • RentDue the 1st$1,450
  • Car paymentDue the 7th$312
  • UtilitiesDue the 12th$168
  • PhoneDue the 18th$74

Due this month: $2,004

SINKING FUNDS

  • Auto insurance

    $92/mo · balance $368

  • Travel

    $75/mo · balance $450

  • Home maintenance

    $60/mo · balance $240

Sinking funds turn surprise expenses into planned ones. Build them in the budget tools.

The Wealth Strategist provides financial education and organizational tools. Content is not financial, investment, tax, legal, or credit-repair advice.