The Dashboard is the first page you see after signing in. It shows your net worth, assets, liabilities, a net worth trend chart, and any accounts or pockets you have starred.
Net worth summary
Three cards at the top display:
- Net Worth — total assets minus total liabilities, updated as you add transactions.
- Assets — sum of all asset account balances.
- Liabilities — sum of all liability account balances.
All values use your primary currency (set in Preferences). A “Live” badge indicates values come directly from your local database with no delay.
Net worth trend chart
Below the summary cards is a line chart of your net worth over the last six months, plotted by date. The chart fills automatically as you add transactions. If there is no data yet, the chart shows a placeholder message.
Getting started checklist
Until you complete three setup steps, a checklist card appears at the top of the Dashboard:
- Set a goal — links to the goal onboarding wizard.
- Set up paycheck — links to the paycheck template.
- Create your first allocation — resolved once any non-goal pocket exists.
Once all three are done, the checklist disappears. You can dismiss it early by clicking Dismiss, or bring it back with Show getting started.
Goal card
If you have at least one goal pocket, the Dashboard shows a goal card with:
- Goal name and which account it lives in.
- Saved amount vs. target amount.
- Target date (if you set one in local storage).
- Recommended monthly savings to reach the goal on time.
A Set up paycheck link lets you quickly wire your next paycheck allocation to the goal.
Starred accounts and pockets
The bottom half of the Dashboard has two panels:
- Starred accounts — accounts you have starred in the Accounts page.
- Starred pockets — individual pockets you have starred inside accounts.
To add items here, go to Accounts and click the star icon on any account or pocket.
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