The Dashboard

Your financial snapshot at a glance, the moment your accounts are in.

The Dashboard is your home base — the current state of your finances, updated the moment your accounts and activity change.

What you’ll see

Net worth, liquid net worth, cash on hand, and total liabilities across the top.
What stands out — proactive insights like cash dips, goals falling behind, and upcoming milestones, drawn from your forecast.
Top accounts and a composition breakdown of assets versus liabilities.
Recent transactions.

Each “What stands out” insight links straight to the page that addresses it.

Try it yourself

Free to start, no bank connection required.