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Beyond Payday

Assets — Beyond Payday live demo

Sample data — a live Beyond Payday tour.

Assets

What you own (bank accounts, real estate, vehicles, investments)

Total Assets
$1,550,000
Cash you can use now
$52,500
Investments
$812,500
Physical Assets
$685,000
Checking
$7,500

Joint checking

$7,500
Savings
$45,000

Cash reserve

Emergency Fund
$45,000
Investment
$812,500

Pat's rollover IRA

IRA

Pat

$520,000

Joint brokerage

Brokerage Account
$150,000

Jamie's Roth IRA

Roth IRA

Jamie

$90,000

HSA

Pat

$40,000

Grandkids' 529

529 College Account

Vanguard

$12,500
Insurance
3 policies

Home insurance

Homeowners Insurance

State Farm

Covers up to $340,000

Condo insurance (HO-6)

Condo Insurance

Citizens

Covers up to $90,000

Condo flood policy

Flood Insurance

NFIP

Covers up to $150,000
Physical Asset
$685,000

Family home

$400,000

Florida condo

$285,000

This page shows illustrative sample data for a fictional household — not a real user's finances. Asset values and growth projections are estimates and are not investment advice.

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