Personal Finances¶
Personal financial tracking and planning.
Accounts Overview¶
| Account | Type | Purpose |
|---|---|---|
| Schwab | Brokerage | Trading & investments |
| Alpaca | Brokerage | Automated trading |
| Bank | Checking | Daily expenses |
| Bank | Savings | Emergency fund |
Investment Allocation¶
Track asset allocation
| Category | Target % | Current % |
|---|---|---|
| Stocks | ||
| Bonds | ||
| Cash |
Goals¶
Short-term (1 year)¶
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Medium-term (1-5 years)¶
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Long-term (5+ years)¶
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Monthly Budget¶
Track monthly income/expenses
Tax Planning¶
Notes for tax season
Last Updated: January 2026