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Financial Dashboard

Your financial metrics, KPIs, and year-to-date summaries for 2026

Total Income (YTD)

$125,450

+12.5% from last year

Total Deductions

$32,890

+8.2% from last year

Estimated Tax Liability

$28,650

-3.1% from last year

Effective Tax Rate

22.8%

-0.5% from last year

Monthly Income (YTD)
Income breakdown by month for 2026
Jan
$9,500
Feb
$10,200
Mar
$11,100
Apr
$10,800
May
$12,300
Jun
$11,550
Jul
$12,100
Aug
$11,900
Sep
$12,400
Oct
$13,200
Nov
$0
Dec
$0
Deduction Breakdown
Total deductions: $32,890
Business Expenses$12,500
38% of total
Home Office$8,200
25% of total
Medical & Dental$6,400
19% of total
Charitable Donations$3,500
11% of total
Other$2,290
7% of total
Year-to-Date Summary

Total Income

$125,450

Through October 2026

Total Deductions

$32,890

26.2% of income

Taxable Income

$92,560

After deductions

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