Financial Health Score

Get a comprehensive assessment of your financial well-being with actionable insights

72 /100

My Financial Health Score

Good progress, but room for improvement.

Emergency Fund

15%

Having sufficient emergency savings

Emergency Fund Ratio

1.4 months of expenses

29%

Score

Savings Rate

15%

Percentage of income saved

Monthly Savings Rate

594.5% of income

100%

Score

Investment Growth

25%

Growth and management of investments

Total Investments

$99,683 of $150,000
Target for 30s: $150,000

66%

Score

Debt Management

20%

Comprehensive debt health metrics

Debt Metrics

Debt-to-Income: 164.6%
Debt-to-Assets: 32.0%
Credit Utilization: 0.0%
Total Debt: $164,798
Total Assets: $515,743

57%

Score

Financial Flexibility

10%

Readily available cash for opportunities

Liquid Assets

Available Cash: $11,657
100.0% of 3-month target
Target: $10,500 in liquid accounts

100%

Score

Budget Management

15%

Effectiveness of budget management

Budgeted Categories

32 categories

100%

Score

Your Financial Health Insights

Based on your YNAB data, here are some key insights and recommendations:

  • Your emergency fund needs attention. Aim for 3-6 months of expenses.