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Your own three statements

You have a balance sheet, an income statement and a cash flow too. Portfolio keeps all three.

Your balance sheet: net worth

Everything you own (investments, cash, a home) minus everything you owe (loans, cards). Portfolio shows it on Overview.

Your income statement: what you keep

Pay and dividends in; spending, fees and interest out. What is left is what you can save and invest.

Your cash flow: the calendar

Salary day, loan payments, card bills and dividends, in date order. Portfolio's Upcoming card shows what is about to move.

Why bother

Most money trouble is a cash flow problem first: a bill arrives before the money does. Seeing your own three reports makes the next step obvious.