Will & Nicole

Net worth over time

Net worth projection

Breakdown

Key progress

Joint accounts

Will's accounts

Nicole's accounts

Credit card balances

Confirm & update — fill these in tomorrow

Fill these in tomorrow morning with exact numbers, then hit Save & snapshot.

Will — Roth 401k YTD exact ($)

Nicole — Roth 401k YTD exact ($)

Will — employer match % at Raftelis

Nicole — employer match % at Parexel

Nicole — loan exact interest rate (%)

Nicole — exact loan balance ($)

Will's YTD will update the Key Progress bar. Loan balance updates Nicole's account and loan payoff goal.

Update balances

Will — Roth 401k

Will — Vanguard

Will — Cash / HYSA

Will — Roth IRA

Nicole — Roth 401k

Nicole — Marcus HYSA

Nicole — Personal checking

Nicole — Roth IRA

Nicole — Loan remaining

SoFi joint checking

Long term joint savings

Records a net worth snapshot for the chart.

Will's paycheck

Take-home ($)

401k contribution this period ($)

Fund ticker (optional)

Bonus paycheck?

Nicole's paycheck

Take-home ($)

401k contribution this period ($)

Fund ticker (optional)

Notes

💰

Enter at least one paycheck amount to see your transfer plan.

Planned vs actual

Spent by category

Add a goal

Goal name

Target amount ($)

Current saved ($)

Target date

Expected annual return (%)

Investment vehicle

Auto-sync balance

Whose

Add transaction

Description

Amount ($)

Type