Dashboard
JD
Dashboard
Total Balance
$24,851.36
Account: ****4827  ·  Routing: 021000089
+2.4% this month
Checking
$18,324.50
Savings
$6,526.86
YTD Interest
+$178.42
Spent This Month
$2,840
+12% vs last month
Income This Month
$5,200
Direct Deposit
Savings APY
4.75%
High-yield account
Portfolio Value
$12,450
+$342 today
Quick Actions
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Recent Transactions See all
Amazon Purchase
Today, 9:41 AM · Checking
-$84.99
Zelle — Sarah K.
Yesterday, 3:15 PM · Checking
+$250.00
Shell Gas Station
Apr 1, 7:02 AM · Checking
-$62.50
Netflix Subscription
Mar 31 · Checking
-$15.99
Payroll — Direct Deposit
Mar 29 · Checking
+$3,450.00
My Accounts Manage
Checking
Active
$18,324.50
****4827 · Routing 021000089
75% of monthly budget used
Savings
4.75% APY
$6,526.86
****9201 · High-Yield Savings
65% of savings goal reached
Spending Overview
Food & Dining$420 / $600
Shopping$310 / $500
Transportation$185 / $250
Subscriptions$65 / $100
Checking Account Active
$18,324.50
Available balance

Account Number****4827
Routing Number021000089
Account TypePersonal Checking
APY0.01%
Monthly Transactions41
Savings Account 4.75% APY
$6,526.86
Available balance

Account Number****9201
Routing Number021000089
Account TypeHigh-Yield Savings
APY4.75%
Interest Earned (YTD)+$178.42
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High-Yield, Money Market, CD
$
Zelle®
Free · Instant
Up to $2,500 per day
Recent Contacts
SK
Sarah K.
MR
Mike R.
ET
Emma T.
DL
David L.
Add New
$
Recent Zelle Activity
To: Mike R.
Apr 1 · Completed
-$75.00
From: Sarah K.
Mar 30 · Completed
+$250.00
To: Emma T.
Mar 25 · Completed
-$120.00
Wire Transfer
$
Domestic wire fee: $25.00. Funds delivered same business day if submitted before 5:00 PM ET.
My Cards
4729 •••• •••• 4827
Card Holder
John Davidson
Expires
09/29
Type
Visa Debit

Daily ATM Limit$500.00
Daily Purchase Limit$5,000.00
Contactless Payments Enabled
International Use Enabled
Add Virtual Card
Instant · Free · Secure
Card Controls
Transaction Alerts
International Purchases
Contactless Pay
April 2026
Amazon Purchase
Apr 3 · Checking
-$84.99
Zelle — Sarah K.
Apr 2 · Checking
+$250.00
Starbucks
Apr 2 · Checking
-$6.75
March 2026
Payroll Deposit
Mar 29 · Checking
+$3,450.00
Netflix
Mar 31 · Checking
-$15.99
Shell Gas
Mar 28 · Checking
-$62.50
Wire Transfer Received
Mar 25 · Checking
+$1,200.00
Account Statements
March 2026
41 transactions · Generated Apr 1
February 2026
37 transactions · Generated Mar 1
January 2026
44 transactions · Generated Feb 1
Portfolio Value
$12,450.00
+$342.80 today (+2.8%)
Holdings
AAPL
Apple Inc.
5 shares · $182.34/sh
$911.70
+2.3%
MSFT
Microsoft Corp.
8 shares · $415.60/sh
$3,324.80
+1.1%
SPY
S&P 500 ETF
12 shares · $524.50/sh
$6,294.00
+0.8%
Notifications
Zelle® Received
You received $250.00 from Sarah K. · Just now
New
Security Alert
New device login detected · 2h ago
Review
Low Balance Alert
Savings below $5,000 threshold · Yesterday
Interest Credited
$26.14 interest added to Savings · Apr 1
Profile
JD
John Davidson
john.davidson@email.com
Routing #: 021000089
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