Budgeting Coach

Hello! I'm Naomi, your budgeting coach. You can ask me anything, like how you're on track towards your goals or if you can budget better to balance fun with responsibility. You can even ask me how much a large upcoming spend might impact your budget for the next quarter to year. Before we begin,I'd like to ask you a few questions to better understand your financial situation. Are you ready to begin?

Report Card

Budget HealthGreat

Am I consistent with my budget health?

Goal HealthGood

Where am I on track overall towards my goals?

Savings Rate25%

Current monthly savings as percentage of income

Biggest Wild CardTravel

What are the expenses you always exceed past your budget?

Most FrugalFood

What do you budget more than you actually spend?