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March 2026
Good to see you.
How's spending looking today?
Spent This Month
$0
Saved to Goals
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Left This Month
$0
after fixed, goals & spending
Days Left
0
This Month's Spending
March Recap
Great month!
Here's how it went
✨ Your Advisor's Take
Analyzing your month...
Savings Goals
What we're working toward
Every dollar saved is a step closer ✨
🏰
Dream Vacation
Walt Disney World
Target: December 2026
0% there $0 to go
Saved
$0
$0/mo to reach goal
Other Goals
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Household Income
Eric & Annie
Combined picture, month by month
Eric Monthly
$0
Steady ✏️
Annie Shoots
—
This month
Other Income
—
This month
Combined
$0
per month household
Annie's Shoots
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Log each shoot as payment arrives — assign every dollar immediately
Eric's Income
💼
Monthly Take-Home
After taxes, steady each month
$0
Other Income
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Log each payment and assign every dollar before saving
Annie's Business Overhead
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Annual costs — Lightroom, Pixieset, Squarespace. Tracked for tax purposes.
Budget
Give every dollar a job
Assign your income to categories
Available to Assign
$0
income minus fixed expenses
Total Income
$0
Fixed + Set-asides
$0
Assigned to Categories
$0
Unassigned
$0
Spending Categories
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Fixed Monthly
+ Group
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Yearly (÷12)
+ Group
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Utility Averages
Tools
Advisor Context
Notes injected into every Sonnet recap — new categories, budget changes, anything the advisor should know
Notes & To-Do
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Shared with Annie — jot down categories to add, budget ideas, reminders
Transaction History
Where it went
Tap a month, then a day
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Financial Insights
The bigger picture
How you're really doing
Monthly Pace
Disney Reality Check
Variable Spending Trend
Monthly variable spending — is it trending the right direction?
Best Month
Month Archive
One card per month — consistent structure so you can compare at a glance.
🌿
It starts at home.
The financial habits Addie and Rosie grow up with start with what they see at home.

This app is how we build the kind of relationship with money we want them to have.
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