Savings Portfolio
Manage your wealth growth strategies.
Total Accrued Interest
+$4,281.40
Growth Projection
Projected savings value over the next 12 months
DEPOSITS
INTEREST
JANFEBMARAPRMAYJUNJULAUGSEP
auto_mode
ACTIVE NOW
Total Savings Balance
$124,500.00
AVG APY
4.85%
MONTHLY ADD
+$2,400
Withdrawal Rules
- info Flexible plans allow instant withdrawal with 0% penalty.
- info Fixed plans require 30-day notice for partial withdrawal.
Active Savings Plans
lock
FIXED
Quarterly Growth Fund
Locked until Dec 2024
PROGRESS
75%
$85,000.00
INTEREST
+5.2% APY
fluid
FLEXIBLE
Emergency Rainy Day
Withdraw anytime
PROGRESS
100%
$15,000.00
INTEREST
+2.5% APY
calendar_month
AUTO-DEBIT
Home Downpayment
$500 bi-weekly
PROGRESS
42%
$24,500.00
INTEREST
+4.1% APY
Interest History & Breakdown
| DATE | PLAN NAME | TYPE | ACCRUED AMOUNT | STATUS |
|---|---|---|---|---|
| Oct 01, 2023 | Quarterly Growth Fund | Compound | +$340.50 | DEPOSITED |
| Sep 01, 2023 | Emergency Rainy Day | Monthly | +$31.25 | DEPOSITED |
| Aug 01, 2023 | Home Downpayment | Compound | +$83.90 | DEPOSITED |