Dashboard

The KPI row

Income, expenses, monthly balance, and savings rate for the current month — each computed from categorized transactions, with transfers excluded so the numbers are honest.

For you

Server-computed insights ranked by urgency: spending pace against your budget, upcoming bill load, subscription price changes, where overspending is concentrated, and categories running far ahead of their own history.

Upcoming

The next 30 days of expected recurring activity — bills, subscriptions, and paychecks the recurring engine is tracking, with the total expected outflow.

“View all” opens the Recurring hub, where every tracked series is managed.

Spending by category & recent activity

Your top categories this month with pace bars, next to the latest transactions — both live, both linked through to their full pages.