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November 2025
Monthly average based on the past 3 months
Income
$3,200
↑ 2% vs last month
Fixed Spend
$1,850
→ No change
Savings
$285
↑ $62 vs last month
Discretionary
$1,065
↓ 4% vs last month
Spending breakdown
Needs 50% 57% ↑ 7%
Wants 30% 32% ↑ 2%
Savings 20% 11% ↓ 9%
Insights 3
Higher delivery spending this week
You spent $87 on DoorDash and Uber Eats — about $50 more than usual. Busy week?
Unusual charge: $342 at Target
This is higher than your typical purchases. Everything look right?
Transportation down $28 this week
Working from home more? Whatever you're doing, it's working.
Recent transactions View all
Shell
Nov 27
Needs
$41.29
Burger King
Nov 26
Wants
$11.75
Whole Foods
Nov 26
Needs
$45.32
Adidas
Nov 23
Wants
$30.00
YouTube Premium
Nov 22
Wants
$13.99
Local Foods
Nov 22
Needs
$18.49
Ways to save
🥗
Lunch Prep Opportunity
You're spending $156/month on lunch. Pack 2 days per week and save ~$75/month.
Was this helpful?
🔄
Switch YouTube Premium to Annual
You're paying $13.99/mo — the annual plan is $139.99/year. Save $28/year.
Was this helpful?
Budget tracker — December
$3,125 of $3,318 budget
Category Spent Budget
🏠
Housing
$1,350 / $1,350
🍽️
Food & Dining
$450 / $550
🚗
Transportation
$320 / $360
🛍️
Shopping
$220 / $315
🎬
Entertainment
$205 / $200
Cash flow
This month
+$450
Income
Needs
Wants
Sep
Oct
Nov
Dec
Insights
Higher delivery spending this week
You spent $87 on DoorDash and Uber Eats — about $50 more than usual. Busy week?
Unusual charge: $342 at Target
This is higher than your typical purchases. Everything look right?
Transportation down $28 this week
Working from home more? Whatever you're doing, it's working.
Ways to save
🥗
Lunch Prep Opportunity
You're spending $156/month on lunch. Pack 2 days per week and save ~$75/month.
Was this helpful?
🔄
Switch YouTube Premium to Annual
You're paying $13.99/mo — annual is $139.99/year. Save $28/year.
Was this helpful?
Saving goals + Add new
🛡️
Emergency Fund
$1,105/ $4,000
✈️
Vegas Vacation
$550/ $2,500
All
Needs
Wants
Savings
Month so far
Spent since Nov 1
$2,847.32
Needs $1,620
Wants $910
Savings $317
Top categories
🏠 Housing $1,350
🍽️ Food & Dining $450
🚗 Transport $320
🛍️ Shopping $220
🎬 Entertainment $205
November 2025
This month
8 transactions to review · Nov 23–30, 2025
Review progress
0 / 8
ReviewedRemaining
08
Running split
What is Review?

Sort new transactions into the right bucket — Needs, Wants, or Savings — to keep your 50/30/20 breakdown accurate.


You can always undo the last action, or change a category later from the Activity tab.

MM
Michael Moran
Michael.Moran26@gmail.com
Member since November 2025
Settings
Spending categoriesDefault ›
Subscription & billingAnnual ›
ThemeSystem ›
PasswordReset ›
NotificationsOn ›
Connected accounts + Add account
Bank of America Checking
•••• 9281
Connected
Bank of America Savings
•••• 8515
Connected
Chase Credit Card
•••• 0347
Connected
Citi Double Cash Card
•••• 8119
Connected
Manual accounts + Add account
Cash
Manual entry
$1,234
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Rate Dollarwise
Version6.0.0
NT
New Transaction
$
Transaction Type
EXPENSE
Date
THU, NOV 30, 2025
Purpose
UNREVIEWED
Category
OTHER
Feeling
NEUTRAL
Account
CHECKING
Insight
Transaction
Merchant
Date
$0
Bucket
Category
Account
Tags
Recurring
Business
Tax deductible
Reimbursable
Split
Notes
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