Income
CAD 4,000
- Plan
- CAD 4,000
- Actual
- CAD 4,000
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Works with connected and manual accounts.
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How the assistant works
Current state
Today, July 10
10 of 30 days
Expense
CAD 2,180
- Plan to date
- CAD 1,350
- Actual
- CAD 2,180
Expense plan progress
monthly plan
CAD 4,000
Month-end forecast
CAD 4,940
Expense plan
CAD 1,350
Expense forecast
CAD 4,940
Projected shortfall
-CAD 940
if nothing changes
You are spending faster than planned.
If nothing changes, the next paycheck will be short by -CAD 940.
How the assistant works
Current state
Today, July 10
10 of 30 days
Income
CAD 4,000
- Plan
- CAD 4,000
- Actual
- CAD 4,000
Expense
CAD 2,180
- Plan to date
- CAD 1,350
- Actual
- CAD 2,180
Expense plan progress
monthly plan
CAD 4,000
Month-end forecast
CAD 4,940
Expense plan
CAD 1,350
Expense forecast
CAD 4,940
Projected shortfall
-CAD 940
if nothing changes
You are spending faster than planned.
If nothing changes, the next paycheck will be short by -CAD 940.
Diagnosis
A quick analysis of your recent activity and balances.
Plan is 81% complete
Main deviations from plan
by fund
Required fund
2,050 of 2,100 CAD
Within plan
98%
Necessary fund
620 of 900 CAD
Within plan
69%
Flexible fund
380 of 500 CAD
Projected overrun: 520 CAD
76%
Savings and goals
0 of 200 CAD
No changes yet
0%
Days until paycheck
20 days
Goal: avoid a shortfall
Recommended actions
Limit flexible spending
Use no more than 180 CAD
by month end
Move large purchases
It is better to move planned purchases to next month
Reduce non-essential spending
For example, restaurants and entertainment
by 40–60 CAD per week
Required payments
Keep paying according to plan.
No changes are required
Forecast when following
recommendations
Projected shortfall
0 CAD
Balance by next paycheck
180 CAD
Required payments
Will be paid in full
Reserve and savings
Preserved
Monthly goal
Will be reached at 92%
Diagnosis
Plan deviation
Recommended actions
Plan outcome