Household Finance Demo
D
Balances
Cards
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Accounts
12 accounts across 6 institutions · balances as of Oct 22.
Cash
· 4
$235,776.48
C
Daniel Checking
Cedar Bank ··· 7734
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Daniel
$103,000.00
B
Maya Checking
Bluebonnet Credit Union ··· 2946
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Maya
$88,000.00
C
Joint Checking
Cedar Bank ··· 4102
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Joint
$26,776.48
C
Rainy Day Savings
Cedar Bank ··· 8251
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Joint
$18,000.00
Investments
· 2
$34,200.00
S
Joint Brokerage
Summit Investments
·
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Joint
$28,000.00
N
Family HSA
Northstar Benefits
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Joint
$6,200.00
Retirement
· 3
$125,000.00
N
Daniel 401(k)
Northstar Benefits
·
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Daniel
$65,000.00
B
Maya 401(k)
Brightline Benefits
·
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Maya
$42,000.00
S
Carter Roth IRA
Summit Investments
·
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Joint
$18,000.00
Credit cards
· 2
-$5,805.10
B
Bluebonnet Rewards Card
Bluebonnet Credit Union ··· 5183
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Joint
-$4,992.98
C
Cedar Cash Card
Cedar Bank ··· 7264
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Daniel
-$812.12
Loans
· 1
-$2,900.00
R
Riverbend Auto Loan
Riverbend Auto Finance ··· 8842
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·
Fictional compact SUV
Joint
-$2,900.00
Household Finance Dashboard — Demo
Household Finance DemoD