Overview
Your financial snapshot
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Transactions incl. transfers
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Accounts
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Data range
Overview — Financial Dashboard
NET CASH FLOW
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vs last month
BUDGET PROGRESS
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Set budget goals →
TOP CATEGORY
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INVESTMENTS
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Current portfolio
SAVINGS RATE
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of income saved
TRANSACTIONS
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All time
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Recent activity
All
Income
Expenses
5
10
DATE
DESCRIPTION
CATEGORY
AMOUNT
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INSIGHT
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INSIGHT
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INSIGHT
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Top categories
5
10
See all
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Income vs expenses
Analyzing →
6-month bars
Always shows the last 6 complete months (this month joins when it ends) — ignores the period filter above. Totals are after refunds.
Net worth trend
Accounts →
12-month line
Spending by group
Spending →
Top 5 donut
Budget progress
Details →
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Biggest movers
Analyzing →
vs. prior period
Category
Change
%
Fixed vs. variable spending
Analyzing →
Fixed or variable as set on Budgeting > Categorize; categories without a pattern are judged by how steady their spending has been
Always shows the last 6 complete months — ignores the period filter above.
Click a bar segment to see that month's real spend
Fixed
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Variable
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View in Analyzing →
✕ Show average
5
10
All
Category
6-month avg
Swing
Accounts
Accounts →
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Net worth
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Cash runway
Checking + savings ÷ 6-month average spending, assuming no new income
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How much of what you own is owed
Debt-to-asset ratio: your total debt divided by everything you own
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INSIGHT