Dashboard

What it is

The Dashboard provides a comprehensive overview of your financial health at a glance. See your spending, income, savings, budgets, and more in one beautifully designed interface.

Why it matters

Understanding your financial situation requires looking at multiple pieces of information. The Dashboard brings everything together in one place, making it easy to see the big picture and make informed financial decisions.

How it works

1. Financial Overview: See key metrics including:

   • Total account balances
   • Monthly income and expenses
   • Budget progress
   • Savings goals

2. Spending Insights: Visual charts and graphs show:

   • Spending by category
   • Spending trends over time
   • Comparison to previous periods
   • Top spending categories

3. Quick Actions: Access common actions directly from the dashboard:

   • Add a transaction
   • Create a budget
   • View accounts
   • Check upcoming bills

4. Customizable: Arrange widgets to show the information most important to you.

User benefit

This helps you quickly understand your financial situation, identify trends, and make informed decisions about your money.

Dashboard Widgets

• Account balances
• Monthly spending summary
• Budget progress
• Recent transactions
• Spending by category
• Income vs. expenses
• Savings goals
• Upcoming bills