Hello

Here's your financial snapshot for August 2026

Net Worth

$9,440,934

Assets

$11,602,516

Liabilities

$2,161,582

Cash

$8,616

Credit Cards

-$41,216

Stocks

$2,152,573

Car Loan

-$23,418

Retirement

$2,363,683

Mortgage

-$2,096,948

Real Estate

$6,448,000

Kids

$547,098

Crypto

$57,441

Sailboat

$25,000

Ungrouped Asset

$106

Net Worth Over Time

Category Highlights

View Budget

Food

$853of $1,750 (49%)

$897 remaining

Groceries
$608/ $1,750

$1,142 left

FastFood / Snacks
$244

Subscriptions

$12of $125 (10%)

$113 remaining

Health Care

$1,865of $210 (888%)

$1,655 over budget

Dentist: Alex / Viki
$1,750
Primary: Rogan / Zizi
$115
Haircare
$0/ $210

$210 left

Elm

$6,396of $7,502 (85%)

$1,106 remaining

Mortgage: Chase
$6,353/ $6,353

$0 left

Toiletries & Cleaning Supplies
$43
Gardening
$0/ $140

$140 left

Insurance: Farmers
$0/ $473

$473 left

Phone / Internet
$0/ $255

$255 left

Utilities: PG&E
$0/ $281

$281 left

Sycamore

$0of $3,667 (0%)

$3,667 remaining

Mortgage: Chase
$0/ $3,260

$3,260 left

Utilities: PG&E
$0/ $407

$407 left