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Retirement Tracking Table
You should create a retirement projections table that shows a year by year view of current accounts and how that compares with required retirement amounts.
I feel like I might eat out too much
can you please help me monitor how much i am spending at grocery stores vs. restaurants and takeout?
Retirement Accounts
I want to make sure I’m on track for retirement. Keep an eye on my growth and measure the progress.
Budget - Comprehensive
Build a tool that monitors these categories of spending: Rent Utilities (GA Power, Gas, Water, Internet_ Groceries (All grocery stores) Gas/Transportation (All Ubers, Lyfts, Gas) Eating Out (All restaurants and bars) Investing (all Robinhood and Acorns deposits) Other (convinient store purchases, activities, etc.) Car Insurance (USAA car insurance payments)
Daily stock monitoring
I’d like to receive an update with daily movement for specific stock tickers like nvidia.
Progress toward paying off house
I'd like to monitor how close I am to paying off my PNC bank mortgage for my primary residence. I would like to understand how much I've paid towards principal this year, how that compares to last year, and get some direction around how to pay it off and my payment habits so that I can pay it off within 18 months at the most.
Credit Utilization Above 30%
Alert if Utilization is above 30%, which would impact FICO scores.
Net Worth
Allow the user to create a custom alert such as if Net worth falls below a certain $$ amount