Dashboard

Your home base. The dashboard answers four questions in under five seconds: How much did I make? How much am I spending? Where is it going? What needs my attention?

The cards

Every panel on the dashboard is a card. Cards are independently customizable: show, hide, and reorder them at Settings → Dashboard. Your layout syncs across devices.

Net Worth

Live total of assets minus liabilities across every connected account. Toggle between 6M / 1Y / YTD / All-time to see the trend. We snapshot net worth nightly, and the live ball at the end of the line is your most recent balance.

Monthly Spending

A pace chart for the current month. The dashed line is your projected spend based on prior months; the solid line is your actual. Green when under-pace, red when over. Use the chevrons to scrub backwards through history.

Transactions to Review

New, large, or AI-flagged transactions waiting for a thumbs-up. Tick them off and they disappear. Kept short so you actually do it.

Top Categories

Your four biggest spending buckets this month with budget progress inline. Click any row to drill into the category drawer (transaction list, sub-breakdowns, edit budget).

Savings Goals

Up to three active goals with progress bars. Click More → to open the full goals page where you can add, edit, and allocate to goals. See Savings goals.

Recurring

Subscriptions and bills due in the next 14 days, color-coded by urgency. Yellow dot = upcoming; red dot = due in 3 days or less. See Recurring.

Cash Flow

Income (green bars), expenses (red bars), and net savings (blue line) by month. Useful for spotting months where you actually saved versus months that ate the buffer.

Nudges

The latest insights from FinNudge's five AI agents: spending alerts, savings opportunities, anomalies, and more. See AI nudges.

Customizing the layout

Open Settings → Dashboard to:

• Hide any card you don't use. It disappears from the grid.
• Reorder cards with the up/down arrows.
• Reset back to the default layout in one click.

Your preferences sync to your account, so the layout follows you between devices.

Greetings & the quote of the day

The greeting line at the top changes throughout the day (Good morning / afternoon / evening). The italic line below is one of 22 financial-mindfulness quotes that rotates daily. A small ritual to remind you that money management is a long game.