Dashboard overview (the landing page)
The dashboard landing page is a set of widgets that show your money at a glance — net worth, spending, budgets, goals, bills, and AI insights. You can show, hide, and reorder them.
Open Dashboard → Finance to land here. This page is tuned for a quick read of your money right now. For deep-dive pages — Transactions, Spending, Net Worth, AI Insights, and more — use the tabs along the top and see Dashboard tabs.
Widgets on the landing page
- KPI Cards — Six quick metrics: income, spending, net cash flow, net worth, upcoming bills, transaction count. Each card supports different time ranges (30, 90, 180, 365 days).
- Net Worth Chart — Time-series of your net worth. Switch ranges (1 week to 1 year).
- Spending Categories — Visual breakdown of where your money goes this month.
- Bank Accounts — Your linked accounts and current balances.
- Recent Transactions — Latest transactions, color-coded (income vs. spending).
- Budget Overview — This month's budget status with a health score.
- Goals — Your active savings and debt-payoff goals with progress bars.
- Insight Events — AI-generated coaching cards that flag patterns, risks, and wins.
- Month in Review — AI-powered monthly summary.
- Upcoming Bills — Recurring payments due in the next 7 days.
Rearrange or hide widgets
Click Customize in the top right to turn widgets on or off and drag to reorder. Changes save automatically. Full walkthrough: How to customize your dashboard.
Do I need to link a bank?
Yes. Widgets pull from banks linked via Plaid. Without a linked bank you'll see an empty state asking you to connect.
How often does data update?
Transactions and balances sync automatically throughout the day. You can also trigger a manual sync from the dashboard.
Where are the deep-dive pages?
Click a tab along the top of the Finance dashboard. See Dashboard tabs for what each one does.