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True North Budgeting True North

Your financial command center

See what's coming up, how much you've spent, and what's left for the pay period - all at a glance. Most people overspend because they don't know what's coming. The dashboard shows you upcoming expenses before they hit, so you can plan ahead and avoid the "where did my money go?" feeling.

Monthly Overview

At the top of the dashboard, see a summary of the current month: total income, total expenses, goals, and what's remaining. Each section uses color-coded subtext showing key details like percentage of income and active item counts.

Income

$5,400

2 sources

Expenses

$3,850

71% of income

Goals

$500

3 active

Remaining

$1,050

19% of income

Pay Period Cards

Each card shows a pay period with expenses grouped by due date. The current pay period is highlighted so you know exactly where you are. You'll see total expenses, remaining budget, and can mark expenses as paid right from the card. Past expenses can optionally be hidden in Settings.

12-Month Forecast

The forecast shows expected expenses per month, including quarterly and annual bills in the months they're due. Great for spotting cash crunches before they happen - see that car insurance renewal or annual subscription coming months in advance.

Display Preferences

Customize how your dashboard displays information in Settings. Toggle "Show Budget Remaining" to see what's left to pay vs what you've spent. Enable "Auto-Deduct Past Expenses" to automatically count past-due expenses as paid, keeping your remaining totals focused on upcoming bills.

Mark Expenses as Paid

Check off expenses directly from pay period cards as you pay them. Your remaining budget updates instantly, giving you a real-time view of what's left in the current period. No need to navigate away from the dashboard.

Pro Tips

Check your dashboard weekly

A quick weekly glance keeps you aware of upcoming expenses and prevents surprises. You don't need to check daily - once a week is enough to stay ahead of your bills.

Mark expenses paid as you pay them

When you pay a bill, mark it on the dashboard right away. This keeps your remaining budget accurate and gives you a clear picture of what's still outstanding in the current pay period.

Use the forecast for annual and quarterly expenses

Insurance premiums, annual subscriptions, and quarterly bills can sneak up on you. The 12-month forecast shows exactly which months they'll hit, so you can set money aside in advance.

Try "Show Budget Remaining" mode

If you prefer tracking what's left to pay rather than what you've already spent, enable this in Settings. It flips the perspective so your dashboard focuses on upcoming obligations instead of past payments.

Ready for a clearer view of your finances?

See your full financial picture at a glance. Know what's coming, what's paid, and what's left.

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