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Cash flow
88%
2 actions
Active budget set up in Rockport
Spending pacing over budget
Saving more than 10% of income
Housing above 25% of income
Spending more than you earn
Vehicle cost under 20% of income
Active budget set up in Rockport
Spending pacing over budget
Saving more than 10% of income
Housing above 25% of income
Spending more than you earn
Vehicle cost under 20% of income
Summary
John, the highest-impact this month is rebalancing 15% out of bonds into index funds.
CASH FLOW
Free up $360 a month on the truck
Your two car payments together eat nearly a fifth of your take-home pay โ a little above the healthy mark. Refinancing the truck to a longer term at a lower rate trims roughly $360 a month and pulls the combined cost back under the line.
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SPENDING
Two categories push over budget
Dining and travel ran well past plan in recent months โ together about $2,300 over. Reining in those two brings your spending back in line next month without touching anything else.
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RESERVES
About $24K is earning almost nothing
Your Chase savings pays close to zero, so a $24K balance earns only a few dollars a year. A high-yield account near 4% would pay roughly $1,000 more on the same money โ same access, same FDIC protection.
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Ask Rockport anything and get personalized answers about your money โ grounded in your complete financial picture.
Illustrative product feedback
Rockport has everything in regards to money management so I can do everything in one app. I also really love the UI and how simplistic it is.
Product preview 01
One of my favorite things about Rockport is its sleek & clean UI. I always look forward to opening the app because of it.
Product preview 02
I would and do recommend Rockport to everyone I meet. I think it is the biggest life hack for managing your money.
Product preview 03
Rockport is a one-stop shop for managing money, not just another personal budgeting app.
Product preview 04
In the past, Iโve had to utilize ~3 financial apps to get everything done, but Rockportโs all-in-one platform allows me to manage my finances easily and seamlessly all in one place in half of the time.
Product preview 05
This app combines all of the best features of many of the other apps out there into a single location and for the lowest cost out there. When you add in the access to their AI advisor to help guide you to better decisions, itโs easy to see Rockport taking over in this budget app space.
Product preview 06
Iโve only been using Rockport for a few days, but Iโve been really impressed so far. I originally signed up for the budgeting tools, and theyโve already given me a much clearer picture of my spending and overall financial P&L. The net worth tracking is great too, but what really stands out is the scenario planning and forecasting.
Product preview 07
Really great app. the dynamic ability to recreate budgets nearly on the fly is so handy. and I love being able to query the AI in natural language rather than try to parse things put in a bunch of filters. I highly recommend it.
Product preview 08
First budgeting app Iโve kept using. Budgeting is normally a chore that you have to force yourself to do, for some reason I look forward to looking at my finances using this app.
Product preview 09




