Financial Overview
Monthly cash flow
Budget vs spent this month
Savings goals
Debt snapshot
Spending by category
Financial Health Score
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/ 100
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— / 100
Score breakdown
* Score is informational only, not professional financial advice.
Budget
Income sources
Total monthly income
Spending buckets
Total budgeted
Unbudgeted
Expense Log
Add expense
Budget vs spent
6-month spending trend
Recurring expenses auto-posted each month
| Title | Bucket | Amount | Day | Active |
|---|
Title
Amount $
Bucket
Day of month
Transactions click any field to edit
Total:
| Date | Title | Bucket | Amount |
|---|
Savings Goals
Net Worth
Total assets
Total liabilities
Net worth
Assets
Total assets
Add asset
Value $
Retirement accounts from assets above
Liabilities drives Debt Tracker
Total liabilities
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Name
Balance $
APR %
Min $
Asset composition
Debt Tracker
Manage in Net Worth → Liabilities
Retirement Planner
Add accounts in Net Worth → Retirement
Summary & settings
Account projections
Portfolio growth projection
Household
Settings
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Data
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Full PDF snapshot — budget, expenses, net worth, goals, debt, retirement
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About WealthierOS
Health score
Savings rate (25pts) · Emergency fund (20pts) · DTI (20pts) · Retirement (20pts) · Net worth ratio (15pts)