Dashboard

Total Income

Tsh 550,000

Total Expenses

Tsh 180,000

Current Balance

Tsh 370,000

Budgeting: Budget vs Actual

(Data loaded from PHP session mock budgets and transactions for the current month.)

Transactions (Latest 3)

Category Amount
Income Salary Tsh 500,000
Expense Housing Tsh 150,000
Expense Food & Dining Tsh 30,000

Goals (1 active)

New Laptop

Purchase new M3 Laptop

Target: Tsh 3,500,000
Current Saved: Tsh 1,200,000

34% Progress

Investment Tracking

Current Asset Value

Tsh 1,700,000

Profit & Loss (P&L): Tsh 200,000

  • Tech Stock A: Current Tsh 1,250,000 (Initial: Tsh 1,000,000)
  • Bond Fund B: Current Tsh 450,000 (Initial: Tsh 500,000)

Reports

Monthly Summary

A breakdown of income and expenses for the month.

Quarterly Financial Review

In-depth analysis of investment and budget performance.

Financial Tools

Savings Rate Calculator

Demo Formula: Savings / Gross Income

Demo Result: 15.0%

Debt-to-Income Ratio

Demo Formula: Monthly Debt / Gross Monthly Income

Demo Result: 30.0%