Financial Overview

August 2026 Health Score: 100/100 (Grade A+)

Real-time breakdown of SBI bank statements, income, and outflow

Total Inflow
₹ 75,450.00

Salary & credits recorded

Total Outflow
₹ 47,319.10

Includes Needs, Wants & Subscriptions

Net Surplus / Savings
₹ 28,130.90

Savings Rate: 37.3% (Target: ≥20%)

Non-Useful / Waste
₹ 1,701.10
6 items flagged Audit →

AI Financial Insights & Spending Suggestions Actionable

View Full Spending Audit →
High Food Delivery Spend Detected (6 orders)

You have placed 6 food orders totaling ₹ 3,210.00 this month with an average of ₹ 535 per meal.

💡 Cooking at home 50% more often could save you ₹ 1,605.00/month (₹ 19,260.00/year).
₹ 1,701.10 Identified in Avoidable / Non-Useful Spends

Non-essential charges such as impulse shopping, avoidable penalties, and unoptimized spending represent 3.6% of your total outflow.

💡 Review flagged items in the Waste Auditor to recover up to ₹ 20,413.20/year.

Cash Flow & Savings Trajectory

Monthly Inflow vs Outflow Comparison (Last 6 Months)

Inflow Outflow

50/30/20 Financial Rule

Standard Benchmark

Balance between Living Needs, Lifestyle Wants, and Future Savings.

Needs (Essentials) 36.5% / 50% target
₹ 27,539.00 spent on rent, groceries, bills
Wants (Lifestyle & Leisure) 26.2% / 30% target
₹ 19,780.10 spent on dining, shopping, OTT
Savings & Investments 57.8% / 20% target
₹ 43,580.90 saved / invested

Top Expense Categories

Where your money went this month

House Rent & Maintenance
₹ 18,000.00 (38%)
Mutual Funds & SIPs
₹ 15,000.00 (31.7%)
Groceries & Provisions
₹ 5,090.00 (10.8%)
Food Delivery & Restaurants
₹ 3,660.00 (7.7%)
Utilities & Mobile Bills
₹ 2,449.00 (5.2%)

Accounts & Net Worth

Manage →
Primary Banking

SBI Salary Savings Account

•••• 3921

SBI
Available Balance
₹ 79,197.90
Import Statement
SBI SimplyCLICK Credit Card
₹ -1,067.00
Cash Wallet
₹ 3,000.00
Total Liquid Net Worth: ₹ 81,130.90

Monthly Budgets

View All →
Food Delivery & Restaurants ₹ 3,660 / ₹ 3,500
Groceries & Provisions ₹ 5,090 / ₹ 7,000
Fuel & Commute ₹ 2,000 / ₹ 4,000
Shopping & Fashion ₹ 0 / ₹ 5,000
Savings Goals Progress
6-Month Emergency Fund 52.8%

Recent Transactions

Latest UPI, card, and SBI statement entries

View All Transactions →
Date Description / Merchant Category Payment Mode Status Amount
21 Aug 2026
Starbucks Coffee Treat
UPI/CR/2938475610/STARBUCKS/HDFC/Coffee
Food Delivery & Restaurants UPI Flagged Waste - ₹ 450.00
19 Aug 2026
Zomato Late Night Craving
UPI/CR/1928374650/ZOMATO/HDFC/LateFood
Food Delivery & Restaurants UPI Flagged Waste - ₹ 430.00
17 Aug 2026
Non-SBI ATM Withdrawal Surcharge
CHG: NON-SBI ATM WDL FINANCIAL TXN CHG
Bank Charges & Penalties Bank System Flagged Waste - ₹ 23.60
16 Aug 2026
SBI Quarterly SMS Alert Charges
CHG: SMS CHARGES Q1-2024+GST
Bank Charges & Penalties Bank System Flagged Waste - ₹ 29.50
15 Aug 2026
Swiggy Weekend Brunch
UPI/CR/9829102938/SWIGGY/ICICI/Food
Food Delivery & Restaurants UPI Normal - ₹ 550.00
13 Aug 2026
Blinkit Quick Delivery
UPI/CR/8472910283/BLINKIT/ICICI/order
Groceries & Provisions UPI Normal - ₹ 840.00
12 Aug 2026
Zomato Biryani Night
UPI/CR/8829102938/ZOMATO/HDFC/Biryani
Food Delivery & Restaurants UPI Normal - ₹ 790.00
11 Aug 2026
Zerodha Demat Fund Transfer
TRANSFER-UPI/CR/8472910283/ZERODHA BROKING/HDFC/Fund
Mutual Funds & SIPs UPI Normal - ₹ 5,000.00