Your financial command center

See what's coming up, what you've already paid, and what's left in your pay-period plan, all at a glance. The dashboard organizes the income and expenses you enter 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 based on the income, expenses, and goals you maintain. See what's planned, what's remaining, and how your budget is allocated.

Income

$5,400

2 sources

Expenses

$3,850

71% of income

Goals

$500

3 active

Remaining

$1,050

19% of income

Pay Period Cards

The Pay Period tab keeps current and upcoming obligations together without pushing the forecast farther down the page. Each card groups expenses by due date, highlights the current period, and lets you mark expenses as paid in place.

12-Month Forecast

Switch to the 12-Month Forecast tab to see expected income, expenses, and goal progress by month. Violet badges identify projected milestones and green badges mark estimated goal completion. Milestones in the same month are ordered by amount, using the monthly, semi-monthly, biweekly, or weekly contribution schedules you enter. These projections depend on your recorded amounts and schedules; they do not guarantee future results.

Display Preferences

Customize how your dashboard displays information in Settings. Settings include "Show Budget Remaining" and "Auto-Deduct Past Expenses". These preferences do not verify purchases or account balances.

Mark Expenses as Paid

Check off expenses directly from pay period cards as you pay them. Marking an expense paid completes the expected obligation and updates your plan immediately, without requiring a purchase transaction or bank activity.

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 plan up to date with the obligations you've completed and helps you review 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 places these expected costs in the months indicated by the schedules you enter, so you can plan to set money aside in advance.

Try "Show Budget Remaining" mode

Use this display preference when reviewing what's left in your budget plan. Review the expected obligations you've completed and those still ahead, keeping your plan separate from your actual account balance.

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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