Datasets:
HarshilJPatel
/
AI-Financial-Advisor

Dataset card Data Studio Files
xet
Community
1
Monthly Income
int64
2.16k
14.8k
Rent
int64
513
4.99k
Groceries
int64
212
1.5k
Transportation
int64
100
789
Entertainment
int64
50
497
Others
int64
20
298
Dependents
int64
0
4
Savings Goal
int64
2.62k
19.9k
Recommendations
stringlengths
124
149
5,000
1,200
600
300
200
100
2
10,000
Allocate 50% to needs, 30% to wants, and 20% to savings. Reduce entertainment expenses by 10%. Consider a side gig to boost income.
3,000
900
400
200
150
50
1
5,000
Focus on reducing transportation costs by carpooling. Aim for at least 15% savings each month. Set a lower short-term savings goal to build momentum.
8,000
2,000
1,000
500
300
200
3
15,000
You are on track with your savings goal. Continue following the 50/30/20 rule. Consider investing in low-risk bonds for better returns.
9,649
4,708
1,046
765
65
211
4
10,782
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 10782.
12,127
657
1,337
190
207
30
0
8,182
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 8182.
10,632
4,036
554
631
118
31
2
5,563
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5563.
6,277
1,436
977
235
140
166
0
4,247
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 4247.
4,785
2,075
575
694
96
117
4
2,983
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 2983.
8,655
1,539
212
395
438
191
4
12,938
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 12938.
10,784
634
322
286
241
173
3
18,997
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 18997.
13,785
3,048
1,040
697
325
235
3
16,962
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 16962.
14,831
1,444
1,202
149
112
114
0
7,030
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 7030.
8,019
1,606
1,437
687
210
65
1
6,291
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 6291.
5,937
4,378
1,399
425
431
148
3
5,630
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 5630.
8,277
3,920
963
121
300
20
3
14,175
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14175.
7,278
3,992
648
498
172
49
4
14,985
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14985.
4,851
3,136
725
384
492
156
4
19,670
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 19670.
9,999
930
274
264
99
283
3
17,112
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 17112.
5,981
4,541
812
418
224
164
1
16,385
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 16385.
13,069
2,117
1,414
484
304
292
3
4,805
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 4805.
8,649
3,045
1,200
159
165
69
2
17,911
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 17911.
10,671
4,239
1,080
535
303
59
3
14,029
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14029.
11,516
1,061
1,350
703
271
286
3
14,188
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14188.
7,332
1,554
1,120
597
463
173
2
14,708
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14708.
9,279
3,081
1,082
396
390
256
4
10,985
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 10985.
13,232
3,593
559
465
287
241
3
18,873
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 18873.
5,470
2,625
594
275
456
62
1
15,155
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 15155.
11,942
4,488
304
594
121
139
3
11,338
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11338.
8,847
1,666
815
648
458
251
4
11,881
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11881.
10,332
4,025
302
630
137
231
2
8,830
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 8830.
4,177
2,777
1,498
594
363
245
1
11,863
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 11863.
10,394
4,563
291
124
372
142
1
17,415
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 17415.
8,445
4,869
400
314
459
113
0
11,266
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11266.
5,117
1,166
921
291
231
254
3
5,689
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5689.
10,986
2,473
938
120
222
59
4
5,994
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5994.
5,693
3,426
223
424
285
226
1
3,267
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 3267.
7,564
4,109
1,119
179
181
190
0
9,887
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 9887.
9,175
4,315
658
149
104
86
3
10,401
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 10401.
4,567
4,751
434
606
345
133
3
13,434
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 13434.
11,758
3,095
921
563
484
202
3
14,052
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14052.
6,545
2,745
824
540
486
152
0
12,303
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 12303.
6,926
816
1,332
699
121
53
0
7,774
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 7774.
11,734
1,450
1,272
559
387
147
2
11,108
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11108.
6,278
2,684
966
569
81
254
2
18,443
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 18443.
14,582
3,862
849
165
400
298
2
13,830
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 13830.
11,346
2,245
1,006
661
367
195
4
12,111
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 12111.
11,880
1,560
830
234
156
29
2
7,019
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 7019.
8,897
946
517
135
258
139
2
8,219
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 8219.
3,082
2,877
612
575
122
288
2
15,939
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 15939.
3,539
1,220
757
725
352
153
3
19,303
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 19303.
4,840
1,526
663
166
176
244
0
8,543
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 8543.
3,816
1,745
592
413
204
44
0
18,535
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 18535.
5,101
4,830
1,211
770
55
296
3
8,087
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 8087.
10,846
611
1,030
251
124
167
1
6,874
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 6874.
13,009
654
772
617
183
72
2
2,898
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 2898.
12,799
1,562
244
530
418
43
2
11,992
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11992.
13,984
3,030
1,112
130
461
73
2
2,887
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 2887.
3,744
1,238
1,322
524
384
275
0
5,502
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5502.
2,587
1,000
1,176
109
432
85
1
4,178
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 4178.
7,980
3,079
500
645
138
136
4
19,760
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 19760.
2,878
1,465
979
242
432
26
0
14,051
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 14051.
2,164
1,438
552
100
155
37
4
8,061
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 8061.
12,328
2,908
363
789
444
271
0
17,683
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 17683.
3,291
4,324
946
601
187
110
1
5,020
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 5020.
8,459
1,444
647
574
176
74
4
18,094
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 18094.
14,734
3,194
864
585
276
241
2
5,960
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5960.
5,065
4,543
365
375
496
52
0
5,441
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 5441.
14,465
4,985
977
177
231
32
3
16,258
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 16258.
11,307
1,238
1,235
664
301
181
0
11,317
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11317.
3,072
772
1,439
631
191
31
0
19,826
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 19826.
14,700
1,574
549
613
89
107
4
12,638
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 12638.
5,009
1,782
1,242
718
54
256
1
2,900
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 2900.
5,402
513
1,475
557
458
63
3
2,619
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 2619.
7,400
589
776
355
348
109
4
13,828
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 13828.
13,788
1,273
508
385
236
269
4
4,805
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 4805.
7,001
4,663
1,433
187
238
172
4
14,262
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 14262.
13,086
526
1,365
439
240
205
3
16,698
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 16698.
13,576
4,797
980
617
387
23
2
7,425
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 7425.
9,807
2,764
406
512
374
279
1
5,528
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5528.
8,278
980
1,049
201
323
53
2
15,624
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 15624.
11,340
4,049
1,396
483
221
103
4
6,310
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 6310.
10,928
1,457
464
163
341
210
3
10,235
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 10235.
9,839
3,291
752
355
404
182
2
7,544
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 7544.
12,076
4,296
380
730
412
294
1
5,416
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5416.
12,641
4,969
267
585
233
106
4
5,629
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 5629.
7,402
721
309
127
50
293
2
11,406
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 11406.
12,975
4,702
1,152
150
229
104
1
17,167
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 17167.
12,914
2,651
1,082
742
412
203
3
7,729
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 7729.
6,820
3,684
1,093
281
390
217
3
16,222
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 16222.
11,789
4,540
1,232
767
494
95
3
6,544
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 6544.
11,490
1,620
1,042
442
453
279
0
10,337
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 10337.
9,558
1,466
801
761
141
238
2
19,905
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 19905.
4,435
3,584
1,387
328
249
194
0
11,027
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 11027.
12,679
642
1,469
162
86
90
4
17,967
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 17967.
8,217
2,455
434
585
497
237
1
15,986
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 15986.
10,788
521
414
164
487
22
1
16,704
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 16704.
9,871
1,509
1,313
208
80
94
1
16,796
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 16796.
7,209
4,249
925
409
459
153
1
9,789
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 9789.
4,527
3,666
552
501
98
251
2
15,821
Your expenses exceed your income. Consider reducing spending on wants and increasing your income sources to meet your savings goal of 15821.
9,408
4,267
288
784
338
177
4
8,429
Allocate 50% to needs, 30% to wants, and 20% to savings. Your current savings rate is sufficient to reach your goal of 8429.