Hello

Here's your financial snapshot for April 2026

Net Worth

$8,169,345

Assets

$10,347,142

Liabilities

$2,177,798

Cash

$4,110

Credit Cards

-$44,852

Stocks

$1,943,483

Car Loan

-$30,587

Retirement

$2,064,847

Mortgage

-$2,102,358

Real Estate

$5,670,800

Kids

$542,290

Crypto

$57,441

Sailboat

$25,000

Ungrouped Asset

$39,172

Net Worth Over Time

Category Highlights

View Budget

Food

$884of $1,750 (51%)

$866 remaining

FastFood / Snacks
$469
Groceries
$415/ $1,750

$1,335 left

Subscriptions

$15of $125 (12%)

$110 remaining

Health Care

$1,216of $976 (125%)

$240 over budget

Dentist: Alex / Viki
$1,101/ $901

$200 over

Haircare
$115/ $75

$40 over

Elm

$7,179of $17,853 (40%)

$10,674 remaining

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

$0 left

Home Improvements
$386
Utilities: Mill Valley Refuse
$232/ $232

$0 left

Gardening
$140/ $140

$0 left

House Cleaning
$69
Phone / Internet
$0/ $255

$255 left

Insurance: Farmers
$0/ $473

$473 left

Taxes: Marin County
$0/ $10,000

$10,000 left

Utilities: PG&E
$0/ $281

$281 left

Utilities: Marin Water
$0/ $120

$120 left

Sycamore

$3,966of $13,480 (29%)

$9,514 remaining

Mortgage: Chase
$3,438/ $3,260

$178 over

Utilities: PG&E
$334/ $407

$72 left

Utilities: Mill Valley Refuse
$193/ $193

$0 left

Taxes: Marin County
$0/ $9,500

$9,500 left

Utilities: Marin Water
$0/ $120

$120 left