Dashboard

Your single screen overview — refreshed every time you save something.

2 min read
The dashboard rolls up net worth, this month's cashflow, and everything due in the next 45 days.
The dashboard rolls up net worth, this month's cashflow, and everything due in the next 45 days.

Net worth

Cash + holdings + real estate equity + gold + receivables, minus debts. Every figure is converted to your base currency at the current FX rate. The breakdown row is the live composition of that headline number.

Current month

Income minus expenses minus debt installments since the first of this month. Net savings is positive if you're putting money aside and negative if you spent more than you earned.

Upcoming payments

Every scheduled debt installment, property installment, credit-card payment, receivable repayment, or expected income drop in the next 45 days. Each row has Paid / Collected / Received (records the full amount), Partial (prompts for a custom amount), and Reschedule (jumps to the source record).

Asset allocation

Proportions of cash, real estate, stocks, gold, and other across your portfolio. Useful for spotting concentration risk.

Recent activity

Audit trail of the last few changes you made — useful for double-checking a payment you might have recorded twice.