Welcome back, Sarah
Your whole-of-wealth picture as at 20 Sept 2026
Net worth
$3,200,110
+$115,110 this month
Total assets
$5,237,950
6 items
Total liabilities
$2,037,840
3 items
Recent cashflow
$6,306
$12,990 in · $6,684 out
Net worth — last 24 months
Goals
- Pay down home loan to $1.2m58%
- Europe trip fund41%
- Emergency fund — 6 months100%
- Super balance $1m64%
Recent transactions
- Woolworths Neutral Bay20 Sept 2026 · ANZ Progress Saver · Groceries−$186
- Salary — Atlassian19 Sept 2026 · ANZ Progress Saver · Salary+$9,840
- CBA home loan repayment19 Sept 2026 · ANZ Progress Saver · Mortgage−$6,120
- Origin Energy18 Sept 2026 · Amex Platinum · Utilities−$313
- Rent received — Newtown17 Sept 2026 · ANZ Progress Saver · Rental income+$3,150
- Uber Eats16 Sept 2026 · Amex Platinum · Dining−$65
Action items
- 2documents awaiting your signature. Review
- 2uncategorised transactions to review.
- 1goal behind schedule.