TurboTax Wallet
Wallet Balance
$3,275.50
Last updated: June 28, 2024, 10:15 AM
Quick Actions
Recent Transactions
| Date | Description | Amount | Balance |
|---|---|---|---|
| June 28, 2024 | Tax Refund Deposit | +$2,575.00 | $3,275.50 |
| June 25, 2024 | Transfer to Retirement Goal | -$500.00 | $700.50 |
| June 20, 2024 | Interest Earned | +$0.50 | $1,200.50 |
Linked Financial Goals
Retirement
Current: $125,500 / Target: $500,000
College Tuition
Current: $40,000 / Target: $100,000
Savings Recommendations
Based on your current wallet balance and goals, here are some recommendations:
- Consider moving $2,000 to a high-yield savings account (3.5% APY)
- Increase your monthly contribution to your Retirement goal by $100
- Set up automatic transfers to your College Tuition goal