Overview
Your financial snapshot
--
Transactions
--
Accounts
--
Data range
Overview — Financial Dashboard
NET CASH FLOW
—
vs last month
BUDGET PROGRESS
—
Set budget goals →
TOP SEGMENT
—
INVESTMENTS
—
Current portfolio
SAVINGS RATE
—
of income saved
TRANSACTIONS
—
All time
Ask about your finances...
Recent activity
All
Income
Expenses
5
10
DATE
DESCRIPTION
CATEGORY
AMOUNT
Loading transactions...
View all in Analyzing →
✦
AI INSIGHT
—
Loading insights...
✦
AI INSIGHT
—
Loading insights...
✦
AI INSIGHT
—
Loading insights...
Top categories
5
10
See all
—
Loading categories...
Income vs expenses
Analyzing →
6-month bars
Always shows the 6 most recent months with data — ignores the period filter above.
Net worth trend
Accounts →
12-month line
Spending by segment
Spending →
Top 5 donut
Budget progress
Details →
Loading budget data...
View all in Budgeting →
Biggest movers
Analyzing →
vs. prior period
Category
Change
%
Fixed vs. variable spending
Analyzing →
Classified by how consistent each category's monthly spend has been
Always shows the 6 most recent months with data — ignores the period filter above.
Click a bar segment to see that month's real spend
Fixed
—
Variable
—
View in Analyzing →
✕ Show average
5
10
All
Category
Avg/mo
±%
Accounts
Accounts →
Loading accounts...
Net worth
—
Cash runway
Liquid savings ÷ avg. monthly spending
—
How much of what you own is owed
Debt-to-asset ratio: your total debt divided by everything you own
✦
AI INSIGHT