Understanding Your Dashboard

The four numbers at the top

The dashboard opens with four stat cards. Together they're your one-glance status.

• Net Worth. Everything you own (accounts, investments, property) minus everything you owe.
• Cash Available. What's sitting in your bank and savings accounts right now.
• Budget Status. How much of this month's overall budget you've already spent.
• Net This Month. Income minus expenses for the current calendar month.

Click any of them to jump to the detail page.

Charts

Scroll down for spending by category, income vs expenses over time, and investment performance. They redraw automatically when you add or edit transactions. No refresh.

Needs Attention

If anything wants your input (a recurring payment is overdue, an account balance looks off, a budget is nearly maxed) it surfaces in the Needs Attention panel. Empty panel means nothing to do.