Dashboard

The Dashboard gives you a quick overview of your finances with charts, metrics, and insights.

Summary Cards

At the top of the dashboard, you’ll see:

• Total Income — Sum of all income for the period
• Total Expenses — Sum of all expenses for the period
• Net Balance — Income minus expenses
• Transaction Count — Number of transactions

Spending by Category

A pie or donut chart showing how your expenses are distributed across categories. Hover over segments to see exact amounts.

Spending Trends

A line or bar chart showing your spending over time. Useful for identifying patterns and seasonal changes.

Budget Progress

Visual cards showing each budgeted category with:

• Current spending amount
• Budget limit
• Progress bar
• Percentage used

Quick Insights

Automated observations about your spending:

• Unusual spending compared to previous periods
• Categories approaching budget limits
• Spending velocity (are you on track for the month?)

Date Range Selection

Use the date picker to view different time periods:

• This Month
• Last Month
• Last 3 Months
• Last 6 Months
• This Year
• Custom Range

Dashboard Tips

• Check the dashboard weekly to stay on top of spending
• Use insights to identify areas for improvement
• Compare month-over-month to track progress