Settings

Finance

Agent: Argentum

72 ▼ -3

Net Worth

€42,140

+€2,340 MTD

Liquid Balance

€8,450

Cash + checking

Cashflow MTD

-€340

€5,340 in / €5,680 out

Savings Rate MTD

23%

Target: 30%

7-Day Daily Spending

Mon Tue Wed Thu Fri Sat Sun

Sunday spike: €340 (restaurants + entertainment)

Impact on Life Score

Medium Impact Sphere — Finance is weighted at 18% of your Life Score.

Sensitivity: +10 Finance stability → +1.8 Life Score

Current role: Active drag — Negative cashflow and missed savings target reducing Life Score by ~0.5 points

Why Finance score declined

Trigger: Spending exceeded income MTD by €340. Savings rate 23% vs 30% target.

Evidence: Restaurant spending +€180 vs last month. 2 unexpected purchases (€160 total). Income unchanged at €5,340.

Interpretation: Discretionary spending drift. No emergency or justified variance. Pattern forming.

→ Suggested action: Set €150/week discretionary cap for next 4 weeks OR reduce restaurant budget by €50/week.

Insights

Weekend spending spike detected

Saturday + Sunday: €485 vs €120 avg weekday. Restaurants €240, Entertainment €180, Transport €65.

→ Consider: pre-set weekend budget OR plan 1 stay-home weekend/month

8 active subscriptions: €147/month

Netflix €14, Spotify €10, ChatGPT Plus €20, iCloud €3, Gym €45, Amazon Prime €8, NYT €17, Medium €5. 3 unused in last 30 days.

→ Review: Medium, Amazon Prime, NYT (unused). Potential save: €30/month

Discretionary spending +34% vs 3-month avg

MTD discretionary: €1,240 vs €920 avg. Main drivers: dining out (€520), gadgets (€160), clothing (€140). No major event justification.

→ Action: Set Revolut spending limit €150/week OR track discretionary daily for 14 days

Income stable: 6-month consistency

€5,340 monthly (±2% variance). Consulting contracts renewed. No volatility risk. Strong foundation for savings plan.

→ Opportunity: Income stable, focus on expense control to hit 30% savings rate

Budget vs actual: 3 categories over target

Dining: €520 vs €350 target (+49%). Entertainment: €280 vs €200 (+40%). Transport: €180 vs €150 (+20%). Housing, utilities on target.

→ Suggested: Tighten dining + entertainment for next 2 weeks to compensate

Net worth on track: €50k goal achievable

Current: €42,140. Target: €50k. Gap: €7,860. Monthly growth avg: €1,240. Timeline: 6.3 months at current rate (July target achievable).

→ Priority: Maintain income, control spending to preserve trajectory

Today

Review daily spending — 5 min check (routine) Daily
Pause 1 subscription — Cancel Medium or Amazon Prime (unused) Action
Set discretionary cap — €150/week limit in Revolut Action

Explore Finance

Net Worth & Accounts

€42,140 across 6 accounts

Transactions & Categories

127 transactions MTD

Argentum (Finance Agent)

2 hours ago

Cashflow red. €340 over budget MTD. Dining €520 vs €350 target. 3 unused subscriptions draining €30/month. ONE ACTION: pause 1 subscription today.

Yesterday

Weekend spending spike: €485. Pattern forming (3 weekends). Suggest: pre-set €200 weekend budget via Revolut limit.