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Q2 2026 report
Generated May 20, 2026
Inflow / mo
$18,500
Outflow / mo
$11,200
Excess / mo
$7,300
Reserve target
$77,700
Client 1 retirement
$483,000
Client 2 retirement
$379,000
Non-retirement
$0
Trust
$735,000
Grand total net worth
$1,597,000
Sum of retirement + non-retirement + trust. Liabilities tracked separately.
Liabilities
$0
Separate box. Not subtracted from net worth.