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Statements

Monthly and quarterly statements across all linked accounts.
Statements YTD
18
across 4 accounts
Avg net per month
+$3,287
checking▲ 8.4%
Avg balance
$22,540
checking · 90d
Storage
Unlimited
kept 7 years
  • Main Checking
    May 2026
    +$6,700.00
    -$2,341.84
    End $12,450.00
  • Main Checking
    Apr 2026
    +$5,400.00
    -$2,980.50
    End $8,091.84
  • High Yield Savings
    May 2026
    +$175.40
    -$0.00
    End $42,100.00
  • Brokerage · Vanguard
    Q1 2026
    +$12,420.00
    -$0.00
    End $125,329.68
  • Amex Platinum
    May 2026
    +$1,204.55
    -$1,204.55
    End $0.00
  • Amex Platinum
    Apr 2026
    +$980.40
    -$980.40
    End $0.00
Statement preview · Main Checking · May 2026
Sample of what the PDF contains
Ledger · Main Checking
Statement period · May 1 — May 31, 2026 · Account ··8402
Opening
$8,091.84
Closing
$12,450.00
May 03Stripe Payout+$4,200.00
May 06Rent · Marina Group-$2,400.00
May 12Whole Foods Market-$142.30
May 28Sallie Mae-$410.00
Delivery preferences
  • Email when statement is readymara@studio.inc
  • Mail printed statementDisabled · save 1.2 trees / yr
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