💰 Cash Flow Intelligence
Your complete money picture — where it comes from, where it goes, what's left · April 2026
Total Coming In
$28,400
This month
Total Going Out
$18,240
Bills + taxes
What's Left
$10,160
Yours to keep
Savings Rate
36%
Of gross income
⬇ Money In
⬇ The Funnel
⬇ Bills & Savings
Income Sources
AWM Revenue
$22,000
Raymond James
$4,800
Investment Income
$1,200
Other
$400
ALL IN
$28,400
All your income flows
into one place — then
gets sorted automatically
💵 $28,400 IN
YOUR FUNNEL
Sorted & Tracked
⬇
Bills paid on time.
Savings grow.
Nothing gets missed.
Bills Going Out
MortgageDue: 1st of month
-$3,400
Quarterly TaxesDue: Apr 15
-$5,800
InsuranceDue: 9th
-$620
Power BillDue: 8th
-$340
Ella + EmersonDue: 20th
-$1,600
SubscriptionsDue: 15th
-$280
AWM + PlatformVarious
-$2,200
TOTAL BILLS -$14,240
What's Left — Yours
401(k) — Raymond James $2,000
Emergency Fund $1,500
Investment Account $1,500
Free Cash $5,160
NET YOURS $10,160
📅 When Bills Hit — April 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
💵 Income
Mortgage
2
3
Anniversary ❤️
4
5
6
7
8
Power Bill
9
Insurance
10
11
12
13
14
15 ★
Subscriptions
⚠️ Tax Due
16
17
18
LSU Tailgate
19
20
Ella + Emerson
21
Pickleball
22
Golf Event
23
24
25
26
27
28
401(k)
29
30
📊 Tax Tracker — How Much You've Paid in 2026
🏛 Federal Tax
$8,400
paid of ~$32,000 estimated for the year
26% paid — on track ✓
🏠 Louisiana State Tax
$2,800
paid of ~$10,500 estimated for the year
27% paid — on track ✓
💼 FICA (Soc. Security + Medicare)
$3,620
paid of ~$14,000 estimated for the year
26% paid — on track ✓
💡 What IW FiNN Is Watching For You
⚡
Power bill trending up. You spent $4,000 on electricity in 2025. This April is running 12% above last April — you're on pace for $4,480 this year. No action needed yet, but worth watching.
📅
Quarterly tax payment due today (April 15). Estimated amount: $5,800. Confirm with your CPA if amount needs adjustment based on Q1 earnings.
✅
Savings rate is healthy. You're saving 36% of gross income this month — above the recommended 20%. Your 401(k), emergency fund, and investment account are all funded.
📈
30-day forecast looks clean. No unexpected bills on the horizon. Next major bill cycle: May 1 (mortgage + income). Estimated net for May: $10,400 based on prior 3-month average.
IW FiNN Solutions, LLC · Cash Flow Intelligence · Data connected via Plaid · Updated daily
"The ones who kept going are the ones history remembers."