Cash flow — last 12 months
Net view removes internal transfers (Matt → Joint), strips out RBC cash-sweep noise that Era classifies as investment spending, and adds TRPL reimbursements back into income.
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Briney Financial
Net worth
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Personal cash
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Joint cash
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Total debt
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Investable assets
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This month
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Projected end-of-month cash
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Investments & retirement
Total invested—
YTD contributions—
YTD market returntracking…
Accounts—
| Account | Institution | Balance | YTD contributions | YTD return | Return % |
|---|
Spending by category
Top categories — last 30 days
| Category | Spent | % of total | Transactions |
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Joint account funding — 12 months
| Month | Matt (actual) | Julie (expected) | Total funding | Spent from joint | Net for month |
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Debt paydown — credit cards & loans
Credit cards
| Card | Institution | Balance | Est. APR | Min payment | Payoff @ min |
|---|
Loans
Recurring & subscriptions
| Merchant | Category | Frequency | Amount |
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TRPL work reimbursements
YTD reimbursed
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Charitable & tax-relevant — YTD
Estimated YTD deduction potential
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| Recipient | YTD total | Donations |
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