Dashboard

Your whole day on one screen, arranged your way.

The dashboard opens with what today holds, where your money stands and how your goals are going. Each figure comes from the section that owns it, so it always agrees with what you find there.

On every plan, the Free plan included. What it shows follows the sections your plan includes.

No credit card required. Free forever plan.

The dashboard: the figures, Needs attention, what is coming up and the wallets

What you can do

Your day in a sentence

A greeting that says what is due today, how much there is to pay and whether anything is late, with the counts beside it.

Today and tomorrow

Payments, debts, events, to-dos, your week plan and today’s habits on one timeline, with anything late at the top.

Financial state

Your net worth, or the money in your own wallets, with what falls due in seven days, the month’s money in and out, and your budgets.

Goals and key insights

Your first goals with their pace, then a short list of what stands out: a category above its usual, a goal falling behind, a streak worth keeping.

Manage layout

Move, resize, add and remove widgets on a desktop, and change their order on a phone. Your arrangement is yours and is kept as you left it.

It starts small

A new account is not a wall of zeros. Sections with nothing in them stay out of the way, and Get started names the next things to add.

How it works

1

Add what you have

Record a wallet and a few payments, and the dashboard starts to fill in.

2

Read it each morning

See what is due and what is late before you do anything else.

3

Make it yours

Open Manage layout and keep the widgets you actually look at.

See it on your own numbers.

On every plan, the Free plan included. What it shows follows the sections your plan includes.