Personal finances live in their own secure space, separate from the firm — connected through a dedicated personal QuickBooks file so bank logins are never shared. Figures below are sample data.
From the firm (12 mo.)
$2.1M
draws & distributions
Personal spending (12 mo.)
$1.2M
Net kept
$844K
Savings rate
41%
kept ÷ income
Income from the firm vs. personal spending
Report 4Rolling 12 months
From the firmPersonal spending
Spending by category
Report 5Last 12 months
Mortgage & Home
$346K
Travel
$198K
Investments & Savings
$185K
Family & Education
$124K
Auto & Transport
$111K
Dining & Entertainment
$111K
Charitable Giving
$87K
Other
$74K
Top personal vendors
Report 5Largest payees, last 12 months
First Mortgage Co.
Mortgage & Home
$214,000
Amex Platinum (Travel)
Travel
$138,000
Vanguard (Auto-invest)
Investments & Savings
$121,000
Camelback Country Club
Dining & Entertainment
$41,000
Brophy College Prep
Family & Education
$38,000
Tesla / Auto Finance
Auto & Transport
$34,000