Total balance
$0.00
0.0% no activity yet
Aug 1Aug 31
⌕
⌘ K
Monday, August 3
Good afternoon, Ephrim 👋
Here’s what’s happening with your money today.
Monthly income$0.000.0% no income yet
Monthly expenses$0.000.0% no expenses yet
Total savings$0.000.0% start saving today
Net worth$0.000.0% no accounts yet
Spending analytics
Your spending activity this month
IncomeExpenses
Recent transactions
Your latest account activity
Financial health
Ready to set up
0out of 100
Ready to beginAdd accounts to build your score.
Spending control 0Saving habits 0Debt health 0
Budget progress
August overview
♨Food & dining$0 / $0
⌁Transportation$0 / $0
◇Shopping$0 / $0
Upcoming bills
Next 7 days
N
No bills yetAdd your first bill
$0.00⌁
No subscriptionsAdd a subscription
$0.00ϟ
No utilitiesAdd a utility bill
$0.00 Your money
Accounts
All your balances in one place.
Total across accounts$0.000 connected accounts • Ready to set up
0%
EF
Easy Checking$0.00$0.00 this month
Available balanceNot connected
S
Premium Savings$0.000.0% APY
Savings accountNot connected
↗
Investment Portfolio$0.00$0.00 all time
BrokerageNot connected
W
Cash Wallet$0.00No cash added
Manual accountEmpty
Activity
Transactions
Track every dollar coming in and going out.
⌕
August activity0 transactions
Money in$0.00
Money out$0.00
| Transaction | Category | Date | Account | Amount |
|---|
Monthly plan
Budgets
Stay in control without giving up what you enjoy.
Food & dining
$0.00of $0.000%
$0.00 remaining
Transportation
$0.00of $0.000%
$0.00 remaining
Shopping
$0.00of $0.000%
$0.00 remaining
Utilities
$0.00of $0.000%
$0.00 remaining
Entertainment
$0.00of $0.000%
$0.00 remaining
Housing
$0.00of $0.000%
$0.00 remaining
Save with purpose
Savings goals
Turn future plans into progress you can see.
Total saved toward goals$0.00 of $0.00
Create your first savings goal to begin.
0%
Emergency fund
Not started0% completeNo date
Dream vacation
Not started0% completeNo date
New home
Not started0% completeNo date
Build wealth
Investments
Watch your long-term money grow.
Portfolio value$0.00
$0.00 (0.0%) all time
Portfolio allocation
Add investments to see your allocation
0%
Stocks 0% · $0.00ETFs 0% · $0.00Bonds 0% · $0.00Crypto 0% · $0.00
Top holdings
No investments added yet
A
First holding0 shares
$0.000.0%V
Second holding0 shares
$0.000.0%M
Third holding0 shares
$0.000.0% Never miss a payment
Bills & subscriptions
See what is due and when.
Upcoming payments
Nothing scheduled yet
—DATE
NNo bill addedAdd a bill to get reminders
Not set$0.00—DATE
⌁No subscription addedAdd a subscription to track it
Not set$0.00—DATE
ϟNo utility addedAdd a utility bill to track it
Not set$0.00—DATE
⌂No housing paymentAdd your housing payment
Not set$0.00 Understand your money
Reports
Clear insights to help you make better decisions.
Financial growth
January — August 2026
$0$0$0$0$0
JanFebMarAprMayJunJulAug
Top categories
No spending yet
$0.00Total spent
Food & dining $0.00 · 0%Shopping $0.00 · 0%Housing $0.00 · 0%Other $0.00 · 0%
Best monthNot available
Add transactions to see insights.
Savings rate0.0%
Create a savings goal to begin.
Average spending$0.00
No spending recorded yet.
✦ Easy AI
Your personal finance assistant
Ask questions about the sample dashboard and get simple, helpful answers.
Easy AI uses the sample data shown in this beta.
Make it yours
Settings
Manage your profile, appearance, and preferences.
Profile information
Update the name and email shown in Easy Finance.
EJ
Ephrim JohnPersonal account
Appearance
Choose how Easy Finance looks. Green is the default.
Color theme
Choose your dashboard accent color.
Display mode
Use light, dark, or your device setting.
Preferences
Set your currency, language, and dashboard behavior.
CurrencyUsed for all balances and transactions
LanguageInterface language
Start pagePage shown after sign in
Notifications
Choose which updates you want to receive.
Security
Keep your Easy Finance access protected.
PasswordLast changed 30 days ago
Sign outReturn to the Easy Finance login page.