Dashboard
The month at a glance: KPIs, personalized insights, and what's coming.
Try it step by step
These steps describe the web app. iPhone controls may differ.
- Check the selected month before reading budget remaining or pace.
- Compare spending so far with your category budgets. Open Categories to change a plan or Transactions to inspect the activity behind it.
- Review upcoming bills and paychecks, then open Recurring to correct their dates or amounts.
- Use Cash Flow for current checking estimates and Review for unresolved activity.
Worked example
A $2,000 budget with $800 spent has $1,200 remaining in the plan. That does not mean $1,200 is available in your bank: bills, income timing, and account balances belong in Cash Flow.
Check before you continue
Unexpected totals usually call for checking the month, account visibility, categories, and transfer treatment before changing a budget.
Budget remaining and spending pace
Start with the amount remaining in this month’s budget and the spending-pace chart. Budget remaining describes your plan, not your bank balance. Use Accounts for balances and Cash Flow for income, spending, and projections.
Spending insights
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.