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Track - Demo Mode
See how Track helps you understand your money today
Monthly Income
£6,500
Monthly Expenses
£2,700
Monthly Surplus
£3,800
Savings Rate
58%
💰 Income Sources
Software Engineer Salary
Employment
£5,500/mo
£66,000/yr
Side Project Revenue
Self-Employment
£800/mo
£9,600/yr
Dividend Income
Investments
£200/mo
£2,400/yr
💳 Expenses
Rent/Mortgage
Housing
£1,500/mo
Groceries
Food
£400/mo
Utilities
Housing
£150/mo
Transportation
Transport
£300/mo
Insurance
Insurance
£200/mo
Entertainment
Lifestyle
£150/mo
📈 Investment Portfolio
Workplace Pension
401k/Pension
£85,000
+£500/mo contribution
ISA/Roth IRA
Tax-Advantaged
£42,000
+£400/mo contribution
Index Fund Portfolio
Brokerage
£28,000
+£300/mo contribution
Total Portfolio Value£155,000
💡 AI-Powered Insights
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Strong Savings Rate
Your 58% savings rate is excellent! You're saving more than the recommended 20%.
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Diversified Income
You have 3 income sources. Multiple streams reduce financial risk.
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Consider ISA Top-Up
You have £8,000 remaining ISA allowance this tax year. Maximize tax-free growth!
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