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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
$916,500
Cash you can use now
$40,500
Investments
$532,000
Physical Assets
$344,000
Checking
$8,500

Joint checking

$8,500
Savings
$32,000

Emergency fund

Emergency Fund
$32,000
Investment
$532,000

Chris's 401(k)

401k

Chris

$260,000

Dana's 403(b)

403b

Dana

$210,000

Joint brokerage

Brokerage Account
$40,000

HSA

Dana

$22,000
Insurance
2 policies

Dana's long-term care

Long-Term Care Insurance

Dana • Mutual of Omaha

Pays $6,000 a month

Home insurance

Homeowners Insurance

State Farm

Covers up to $300,000
Physical Asset
$344,000

Family home

Real Estate
$320,000

Travel trailer

Vehicle
$24,000 - $21,000
$3,000

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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