Dashboard

The Main Dashboard is a scrollable stack of finance cards, each pulling live data from your accounts. It’s the default screen for good reason: one glance answers β€œam I okay”.

Cards

Card What it shows
Latest Insights Your smart assistant β€” meaningful notes generated from your data
Daily Summary Today’s expense vs the 7- and 30-day average
Budget Summary Each budgeted category vs its budget for the period
Net Earnings Summary Total income βˆ’ total expense for the period
Credit Card Summary Spending vs remaining credit limit, per card
Net Worth Summary Assets βˆ’ liabilities = net worth (see Balance Sheet)
Cash Flow Summary Cash in vs cash out for the period (see Cash Flow)
Favorites For premium users β€” up to 12 accounts with balances at a glance

Customizing

Taps

Tapping a card opens the related screen: Net Earnings β†’ report, Budget β†’ budget tab, Credit Card β†’ card detail, Net Worth β†’ accounts.