Dashboard Overview

Your dashboard is the main hub after you sign in. Here is what each section shows and where it takes you.

What You See on the Dashboard

1. Wealth overview header

   • A greeting with your name and today’s date.
   • Your net worth and its percentage change (shown once you have accounts).
   • Total assets and total liabilities in your preferred currency.

2. Accounts card

   • A short list of your accounts. Sort by Recent or Highest value.
   • Click an account to open its detail sheet (view, edit, add value, or delete).
   • Use View all to go to the full Accounts page.

3. Goals card

   • Your goals with progress (current vs target). Sort by Recent or Priority.
   • Use View all to open Goal Tracker.

4. Cashflow card

   • Current month’s income vs expenses, savings, emergency fund runway, and savings rate, plus a small bar chart.
   • If there’s no data yet, you’ll see a placeholder and a link to add data or go to the Cashflow page.
   • Use Go to cashflow (or the card title) to open the Cashflow page.

5. Legacy card

   • Up to three legacy tasks (title, due date, status).
   • Count of saved estate documents.
   • Click the Legacy title to go to Legacy Planning.

Where the Full Views Live

The main dashboard does not show the full net worth chart or the full accounts table. For those:

• Analytics (sidebar) — full net worth and assets/liabilities chart over time.
• Accounts (sidebar) — full accounts table, charts, import, and export.

Need more help?

See Adding an Account to add accounts, and Accounts Table and Charts to understand the full accounts view.