NextGen Cashflow & Insights

Cross-sell opportunities

• MEDIUM

  Put idle checking cash to work

  About $15,049 is sitting in checking earning little or no interest. A high-yield savings account at 4.0% APY could earn roughly $602 a year.

  Open a high-yield savings account
• INFO

  Earn rewards on everyday spending

  You spent $1,358 on dining, shopping and travel over the last quarter. A 2% cashback card could return roughly $109 a year on similar spending.

  See rewards credit card offers
• INFO

  Your rent could be a mortgage payment

  You're paying about $1,640 a month toward housing. That's in range of a mortgage payment — it may be worth checking what you'd qualify for.

  Get pre-qualified for a home loan

Ways to improve your experience

• INFO

  2 recurring subscriptions detected

  We spotted recurring charges for Netflix, Spotify, totalling about $44 a month. Review them so you only keep what you use.

  Review subscriptions
• INFO

  Healthy cashflow this quarter

  Your income comfortably covered your spending (a 43% burn rate). Consider an automatic transfer to savings to put the surplus to work each month.

  Automate a monthly transfer to savings
• INFO

  Housing is your biggest spend

  Housing made up about 61% of your spending this quarter ($4,920). A budget on this category is an easy win.

  Set a Housing budget