Dashboard tabs (Transactions, Spending, Net Worth, and more)
Beyond the landing page, use the tabs along the top of the Finance dashboard to dig into specific parts of your money: Transactions, Spending & Cash Flow, Income, Recurring Transactions, Net Worth, Monthly Review, AI Insights, Account Alerts, and Accounts.
The landing page gives you a snapshot via widgets. The tabs give you full, focused pages for each area. For the widgets themselves, see Dashboard overview.
Transactions
Every transaction from your linked banks, in one searchable list.
- Search by merchant name or description
- Filter by category, date range, or account
- Color-coded by type (income vs. spending)
Spending & Cash Flow
Two views for understanding where your money goes over time.
- Monthly comparisons — this month vs. past months
- Category trends — which categories are growing or shrinking
- Cash flow — money in vs. money out over time
Income
A focused view on money coming in.
- Salary and direct deposits
- Side income and freelance payments
- Income trends over time
Recurring Transactions
Keep tabs on bills and subscriptions.
- Upcoming bills due in the next 7 days
- Full list of detected recurring charges
- Spot duplicate or rising subscriptions
Net Worth
A full-page view of your net worth history, richer than the landing widget.
- Switch between 1 week, 1 month, 3 months, 6 months, 1 year
- Trend of total assets minus total liabilities
- 30-day delta shows whether you're gaining or losing ground
Monthly Review
An AI-written summary of the month that just ended.
- Top spending categories
- Budget performance
- Notable changes from the previous month
AI Insights
Every insight abda has surfaced, not just the latest few shown on the landing widget.
- Overspend patterns — categories over budget 3 of the last 4 months
- Subscription overlap — duplicate merchants or rising costs
- Seasonal spikes — categories 150%+ above their 6-month average
- Goal at risk — goal contributions below target 2+ months in a row
- Positive streaks — categories under budget 3+ months in a row
Sorted by severity (alert, warning, informational). Each one is dismissible.
Account Alerts
Notifications about the health of your linked banks.
- Login required — bank credentials need updating
- Pending expiration — bank consent is expiring soon
- New accounts available — new sub-accounts detected at your bank
Accounts
Manage your linked banks and balances. To add or remove one, see How to connect your bank.
How are transactions categorized?
Automatically, using bank and Plaid merchant data. Categories include dining, groceries, transport, entertainment, and more.
Can I change a transaction's category?
Categorization is automatic for now. Manual category editing is on the roadmap.
What's the difference between Spending and Cash Flow?
Spending focuses on where your money goes by category. Cash flow shows the overall balance of money in vs. out.