YEAR TO DATE
Household spend
—46%used
2026 HOUSEHOLD PLAN
Good Morning, Glenn
THIS MONTH
WatchMay pulse
Spend—
Plan—
Room—
You kept 5.2% of May's plan unspent.
↘
Average Monthly—— above plan
↗
Annual Projection—— over budget
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Contribution Split50% / 50%Glenn 50% · Brooke 50%
⌁
Equity Value—— shares held
MONTHLY FLOW
Spend vs. Plan
Select a month for detailsPlan
ATTENTION
Biggest variances
SPENDING MIX
Where The Money Went
22categories
EQUITY SNAPSHOT
Salesforce holdings
CRM · Jun 20—Below ESPP cost basis
RSUs—— unvested
ESPP—— unsold
CATEGORY PERFORMANCE
Your budget, without the spreadsheet fog
See what is drifting, what is steady, and where the annual plan is heading.
A DECADE IN VIEW
2016–2026Monthly spend history
MONTHLY CATEGORY MIX
Budgeted vs. Actual
CATEGORY TREND
Year-over-year performance
CONTRIBUTION HISTORY
Glenn & Brooke, year-over-year
GlennBrooke
CATEGORY CONTROL
Monthly budget categories
Edit category totals, sub-category budgets, and account buckets used across the dashboard.
Budget MonthMay 2026
Grand monthly budget—
MONTHLY CLOSE
Update your actuals
Enter one month. Every dashboard recalculates immediately.
Editable month.
Reporting MonthMay 2026
Month Total—
SALESFORCE · CRM
Combined equity value
—Based on — per share · Jun 20, 2026◇
Unvested RSUs—— shares
◉
Unsold ESPP—— shares
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Current CRM price—Refreshing weekly history…
WEEKLY PERFORMANCE · SINCE JUL 2020
Salesforce stock performance
Hover or tap a point for its weekly closeOWNERSHIP MIX
Equity composition
—RSUs
Unvested RSUs— shares—
Unsold ESPP— shares—
ESPP POSITION
Cost basis check
Current value—
Initial value—
Unrealized−—
Private data loads after authorization.
VESTING PIPELINE
At today’s priceUpcoming RSU value
EQUITY LEDGER
Manage RSU & ESPP activity
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Monthly actuals savedYour dashboards are up to date.